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Assured Investment Management’s Goldman Sachs GS Stock Holding History

Assured Investment 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
2015
Q1 		– Sell
-189,000
Closed -$36.6M – 598
2014
Q4 		$36.6M Buy
189,000
+29,000
+18% +$5.45M 0.71% 44
2014
Q3 		$29.4M Hold
160,000
– – 0.48% 57
2014
Q2 		$26.8M Hold
160,000
– – 0.46% 61
2014
Q1 		$26.2M Sell
160,000
-251,000
-61% -$42.2M 0.43% 75
2013
Q4 		$72.9M Buy
411,000
+406,813
+9,716% +$67.1M 1.31% 16
2013
Q3 		$120K Sell
4,187
-701
-14% -$113K ﹤0.01% 183
2013
Q2 		$226K Buy
+4,888
New +$745K 0.01% 156

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assured Investment Management's GS Position: Q2 2019 in Review

Assured Investment Management sold out of Goldman Sachs (GS) in Q2 2019, closing a stake of 44,377 shares — an estimated $8.52M sold.

Assured Investment Management first reported a position in GS in Q3 2015 and held it in 11 quarters. The position peaked at $8.52M in Q1 2019. 1,269 funds tracked by Wall St. Rank hold GS as of Q2 2019.

  • Assured Investment Management reported no remaining Goldman Sachs position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 44,377 Goldman Sachs shares in Q2 2019, an estimated $8.52M.
  • Assured Investment Management first reported a position in Goldman Sachs in Q3 2015 and held it in 11 quarters.
  • Assured Investment Management's Goldman Sachs position peaked at $8.52M in Q1 2019.
  • 1,269 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.