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Beach Investment Management’s Goldman Sachs GS Stock Holding History

Beach 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
2013
Q3 		– Sell
-6,450
Closed -$976K – 47
2013
Q2 		$976K Buy
+6,450
New +$984K 1.7% 27

Other funds holding GS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beach Investment Management's GS Position: Q3 2013 in Review

Beach Investment Management sold out of Goldman Sachs (GS) in Q3 2013, closing a stake of 6,450 shares — an estimated $976K sold.

Beach Investment Management first reported a position in GS in Q2 2013 and held it in 1 quarter. The position peaked at $976K in Q2 2013. 905 funds tracked by Wall St. Rank hold GS as of Q3 2013.

  • Beach Investment Management reported no remaining Goldman Sachs position as of Q3 2013 after selling out during the quarter.
  • Beach Investment Management sold 6,450 Goldman Sachs shares in Q3 2013, an estimated $976K.
  • Beach Investment Management first reported a position in Goldman Sachs in Q2 2013 and held it in 1 quarter.
  • Beach Investment Management's Goldman Sachs position peaked at $976K in Q2 2013.
  • 905 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2013.

Based on Beach Investment Management's 13F filing for Q3 2013, filed 6 Nov 2013.