13F Filings History of Gary Goldberg Planning Services Inc

Latest 13F report
Q4 2014 - 09 Feb 2015
Value $
$237,990,000
Signature - Title
Thomas A. Cattani - Chief Compliance Officer
Location
Suffern, NY
Summary
This page shows a list of all the recent 13F filings made by Gary Goldberg Planning Services Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gary Goldberg Planning Services Inc reported 448 stock holdings with total value $237,990,000 as of Q4 2014. Top holdings included KMI, VZ, T, SO, and PPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2014 448 $237,990,000 +$33,520,586 -$43,302,955 -$9,782,369 KMI, VZ, T, SO, PPL 13F-HR 09 Feb 2015, 17:19
Q3 2014 480 $240,388,000 +$28,111,238 -$13,199,774 +$14,911,464 VZ, T, TTE, SO, BCE 13F-HR 10 Nov 2014, 14:37
Q2 2014 398 $227,304,000 +$35,568,033 -$18,008,477 +$17,559,556 TTE, VZ, T, GSK, LO 13F-HR 06 Aug 2014, 10:26
Q1 2014 384 $204,819,000 +$42,767,448 -$12,601,827 +$30,165,621 VZ, TTE, T, LO, GSK 13F-HR 07 May 2014, 17:16
Q4 2013 336 $171,918,000 $0 $0 $0 TTE, CME, VZ, T, LMT 13F-HR 05 Feb 2014, 17:00