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Arbor Wealth Management’s Goldman Sachs GS Stock Holding History

Arbor Wealth Management’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
Q3 		– Sell
-104
Closed -$21K – 108
2019
Q2 		$21K Hold
104
– – 0.01% 106
2019
Q1 		$20K Hold
104
– – 0.01% 106
2018
Q4 		$17K Buy
+104
New +$21K 0.01% 102

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arbor Wealth Management's GS Position: Q3 2019 in Review

Arbor Wealth Management sold out of Goldman Sachs (GS) in Q3 2019, closing a stake of 104 shares — an estimated $21K sold.

Arbor Wealth Management first reported a position in GS in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 1,278 funds tracked by Wall St. Rank hold GS as of Q3 2019.

  • Arbor Wealth Management reported no remaining Goldman Sachs position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 104 Goldman Sachs shares in Q3 2019, an estimated $21K.
  • Arbor Wealth Management first reported a position in Goldman Sachs in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Goldman Sachs position peaked at $21K in Q2 2019.
  • 1,278 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.