GG
| |
Gary Goldberg Planning Services Inc13F | |
Gary Goldberg Planning Services Inc | |
Last update 2015-02-09 | 462 Stocks (33 new) |
Value $234.00 Mil | Turnover 14 % |
Portfolio Report |
Gary Goldberg Planning Service... Top Holdings of 2014-12-31
View Full List
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)
Gary Goldberg Planning Services Inc's Asset Allocation
Gary Goldberg Planning Services Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Gary Goldberg Planning Services Inc's Hypothetical Growth since 2014-12-31
Gary Goldberg Planning Services Inc's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Gary Goldberg Planning Services Inc's Holdings Heat Map
Size field:
Gary Goldberg Planning Services Inc's Holdings Bubble Chart
Gary Goldberg Planning Services Inc News
- 1