GG

Gary Goldberg Planning Services Inc

13F
Gary Goldberg Planning Services Inc
Last update 2015-02-09 462 Stocks (33 new)
Value $234.00 Mil Turnover 14 %
Countries:
Top Holdings: undefined(undefined%)
Portfolio Report
Gary Goldberg Planning Service... Top Holdings of 2014-12-31 View Full List
Ticker
KMI
VZ
T
SO
PPL
BCE
TE
CME
TTE
ED
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KMI
Kinder Morgan Inc
279,154
11811.000
+39.13%
5.040
+1.42%
0.010
+11.97%
+31.79%
49316.459
Oil & Gas
VZ
Verizon Communications Inc
241,762
11310.000
-0.41%
4.830
-0.02%
0.010
+10.25%
+24.41%
187997.163
Telecommunication Services
T
AT&T Inc
334,221
11226.000
+6.63%
4.790
+0.30%
0.000
+17.50%
+34.89%
154805.565
Telecommunication Services
SO
Southern Co
219,056
10758.000
+11.02%
4.590
+0.46%
0.020
+14.04%
+31.59%
98215.384
Utilities - Regulated
PPL
PPL Corp
276,275
10037.000
+88.36%
4.290
+2.01%
0.040
+16.54%
+23.44%
24029.277
Utilities - Regulated
BCE
BCE Inc
212,188
9731.000
+7.80%
4.160
+0.30%
0.020
+7.93%
-4.95%
31768.825
Telecommunication Services
TE
TECO Energy Inc
462,125
9469.000
+64.14%
4.040
+1.58%
0.200
+1.12%
+5.44%
6510.600
Utilities - Regulated
CME
CME Group Inc
100,000
8865.000
0%
3.790
0%
0.030
+12.45%
+5.32%
78583.920
Capital Markets
TTE
TotalEnergies SE
172,965
8856.000
+7.45%
3.780
+0.26%
0.010
+3.17%
+5.80%
158351.425
Oil & Gas
ED
Consolidated Edison Inc
121,156
7998.000
+12.02%
3.420
+0.37%
0.030
+13.58%
+16.01%
35590.855
Utilities - Regulated

Gary Goldberg Planning Services Inc's Historical Top Holdings Breakdowns

Gary Goldberg Planning Services Inc Total Holding History ($B)

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Gary Goldberg Planning Services Inc's Asset Allocation

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Gary Goldberg Planning Services Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Gary Goldberg Planning Services Inc's Hypothetical Growth since 2014-12-31

Gary Goldberg Planning Services Inc's Yearly Returns

Year Portfolio % % Excess Gain %

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