Gary Goldberg Planning Services’s WARREN RESOURCES INC WRES Stock Holding History

Gary Goldberg Planning Services’s Portfolio WRES Stock Details WRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$8K	Hold	5,000	–	–	﹤0.01%	373
2014 Q3	$27K	Hold	5,000	–	–	0.01%	293
2014 Q2	$31K	Sell	5,000 -13,900	-74%	-$67.5K	0.01%	267
2014 Q1	$91K	Sell	18,900 -6,301	-25%	-$24.3K	0.04%	161
2013 Q4	$79K	Hold	25,201	–	–	0.05%	156
2013 Q3	$73K	Hold	25,201	–	–	0.04%	157
2013 Q2	$64K	Buy	+25,201	New	+$70.7K	0.04%	163

Other funds holding WRES

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gary Goldberg Planning Services's WRES Position: Q4 2014 in Review

Gary Goldberg Planning Services held its WARREN RESOURCES INC (WRES) position steady in Q4 2014 at 5,000 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Gary Goldberg Planning Services first reported a position in WRES in Q2 2013 and has held it in 7 quarters since. The position peaked at $91K in Q1 2014. 118 funds tracked by Wall St. Rank hold WRES as of Q4 2014.

Gary Goldberg Planning Services held 5,000 shares of WARREN RESOURCES INC worth $8K as of Q4 2014.
Gary Goldberg Planning Services left its WARREN RESOURCES INC share count unchanged in Q4 2014.
WARREN RESOURCES INC made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #373 holding.
Gary Goldberg Planning Services first reported a position in WARREN RESOURCES INC in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's WARREN RESOURCES INC position peaked at $91K in Q1 2014.
118 funds tracked by Wall St. Rank held WARREN RESOURCES INC as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.