Gary Goldberg Planning Services Inc
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 227,305
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/6/2014 | 418 | 227,305 | 13F-HR | Gary Goldberg Planning Services Inc |
| Q1 2014 | 5/7/2014 | 480 | 204,825 | 13F-HR | Gary Goldberg Planning Services Inc |
| Q4 2013 | 2/5/2014 | 339 | 171,919 | 13F-HR | Gary Goldberg Planning Services Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.7 K | 94.5% | 20.31 K | 0 | 20.31 K |
| ETFs | 12.25 K | 5.4% | 1.803 K | 0 | 1.803 K |
| Debt | 109 | 0.0% | 0 | 12 | -12 |
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Fund Snapshot
Q2 2014
Latest filed
8/6/2014
Total value ($000)
227,305
Holdings
418
QoQ value change ($000)
22,480
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.