Advisor Group’s Goldman Sachs GS Stock Holding History

Advisor Group’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5M	Sell	21,709 -1,173	-5%	-$255K	0.03%	421
2019 Q3	$4.75M	Buy	22,882 +131	+0.6%	+$27.4K	0.04%	430
2019 Q2	$4.66M	Sell	22,751 -3,635	-14%	-$719K	0.04%	415
2019 Q1	$5.07M	Buy	26,386 +6,900	+35%	+$1.33M	0.04%	370
2018 Q4	$3.26M	Buy	19,486 +3,228	+20%	+$651K	0.03%	441
2018 Q3	$3.65M	Buy	16,258 +2,471	+18%	+$575K	0.04%	429
2018 Q2	$3.04M	Buy	13,787 +619	+5%	+$148K	0.04%	388
2018 Q1	$3.32M	Buy	13,168 +467	+4%	+$122K	0.05%	369
2017 Q4	$3.24M	Buy	12,701 +680	+6%	+$167K	0.04%	389
2017 Q3	$2.85M	Buy	12,021 +864	+8%	+$195K	0.04%	376
2017 Q2	$2.48M	Sell	11,157 -811	-7%	-$180K	0.04%	413
2017 Q1	$2.75M	Buy	11,968 +1,750	+17%	+$423K	0.06%	351
2016 Q4	$2.45M	Sell	10,218 -554	-5%	-$112K	0.06%	365
2016 Q3	$1.74M	Buy	10,772 +472	+5%	+$76.7K	0.04%	450
2016 Q2	$1.53M	Buy	+10,300	New	+$1.61M	0.04%	463

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return