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Bellwether Investment Group’s Goldman Sachs GS Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-227
Closed -$52K – 289
2017
Q1 		$52K Sell
227
-13
-5% -$3.14K 0.14% 139
2016
Q4 		$57K Buy
+240
New +$48.7K 0.05% 253
2016
Q2 		$9K Buy
+60
New +$9.36K 0.01% 420

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bellwether Investment Group's GS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Goldman Sachs (GS) in Q2 2017, closing a stake of 227 shares — an estimated $52K sold.

Bellwether Investment Group first reported a position in GS in Q2 2016 and held it in 3 quarters. The position peaked at $57K in Q4 2016. 1,194 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Goldman Sachs position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 227 Goldman Sachs shares in Q2 2017, an estimated $52K.
  • Bellwether Investment Group first reported a position in Goldman Sachs in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Goldman Sachs position peaked at $57K in Q4 2016.
  • 1,194 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.