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Beacon Pointe Wealth Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$447K Buy
+4,454
New +$447K 0.08% 167
2019
Q3 		– Sell
-2,765
Closed -$276K – 272
2019
Q2 		$276K Buy
+2,765
New +$277K 0.06% 218

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Pointe Wealth Advisors's GBIL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2019: 4,454 shares worth $447K. The stake represents 0.08% of the portfolio and ranks #167 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in GBIL as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in GBIL in Q2 2019 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold GBIL as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,454 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $447K as of Q4 2019.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #167 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2019 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.