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Asset Planning Services (Pennsylvania)’s Goldman Sachs GS Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q3 		– Sell
-33
Closed -$5K – 281
2016
Q2 		$5K Hold
33
– – ﹤0.01% 233
2016
Q1 		$5K Buy
+33
New +$5.1K ﹤0.01% 223

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s GS Position: Q3 2016 in Review

Asset Planning Services (Pennsylvania) sold out of Goldman Sachs (GS) in Q3 2016, closing a stake of 33 shares — an estimated $5K sold.

Asset Planning Services (Pennsylvania) first reported a position in GS in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 1,021 funds tracked by Wall St. Rank hold GS as of Q3 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining Goldman Sachs position as of Q3 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 33 Goldman Sachs shares in Q3 2016, an estimated $5K.
  • Asset Planning Services (Pennsylvania) first reported a position in Goldman Sachs in Q1 2016 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Goldman Sachs position peaked at $5K in Q2 2016.
  • 1,021 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2016, filed 13 Jan 2017.