AIA
GS icon

Allegis Investment Advisors’s Goldman Sachs GS Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-64
Closed -$12K – 475
2015
Q4 		$12K Buy
+64
New +$11.9K 0.01% 622

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allegis Investment Advisors's GS Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Goldman Sachs (GS) in Q1 2016, closing a stake of 64 shares — an estimated $12K sold.

Allegis Investment Advisors first reported a position in GS in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 1,026 funds tracked by Wall St. Rank hold GS as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Goldman Sachs position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 64 Goldman Sachs shares in Q1 2016, an estimated $12K.
  • Allegis Investment Advisors first reported a position in Goldman Sachs in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Goldman Sachs position peaked at $12K in Q4 2015.
  • 1,026 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.