Gary Goldberg Planning Services Inc

Q4 2014 13F Holdings

  • Location
    suffern, NY
  • Num holdings

    482

  • Value ($000)

    $237,998

  • Date Filed
    02/09/2015
  • Form type
    13F-HR
  • CIK
    0001569517
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2014 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KMI
KMI

KINDER MORGAN INC DEL

COM
49456B101
$11.81M
5 %

279,154

BAC
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$11.31M
5 %

241,762

T
T

AT&T INC

COM
00206R102
$11.23M
5 %

334,221

SO
SO

SOUTHERN CO

COM
842587107
$10.76M
5 %

219,056

PPL
PPL

PPL CORP

COM
69351T106
$10.04M
4 %

276,275

BCE
BCE

BCE INC

COM NEW
05534B760
$9.73M
4 %

212,188

1500785D
1500785D

TECO ENERGY INC

COM
872375100
$9.47M
4 %

462,125

CME
CME

CME GROUP INC

COM
12572Q105
$8.87M
4 %

100,000

---

TOTAL S A

SPONSORED ADR
89151E109
$8.86M
4 %

172,965

ED
ED

CONSOLIDATED EDISON INC

COM
209115104
$8.00M
3 %

121,156

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