Gary Goldberg Planning Services Inc

13F Portfolio Filings

  • Most recent 13F
    Q4 2014
  • Location
    suffern, NY
  • CIK
    0001569517
  • All SEC filings
Q4 2014
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

482

$238.00M
KMI, BAC, T, SO
13F-HR
Feb 9, 2015
000101968715000490

513

$240.40M
BAC, T, TOTALENERGIES SE, SO
13F-HR
Nov 10, 2014
000101968714004141

418

$227.31M
TOTALENERGIES SE, BAC, T, AP47
13F-HR
Aug 6, 2014
000101968714002977

480

$204.82M
BAC, TOTALENERGIES SE, T, LO
13F-HR
May 7, 2014
000101968714001683

339

$171.92M
TOTALENERGIES SE, CME, BAC, T
13F-HR
Feb 5, 2014
000101968714000395