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

BKS 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
2018
Q4 		– Sell
-5,121
Closed -$512K – 212
2018
Q3 		$512K Hold
5,121
– – 0.19% 126
2018
Q2 		$513K Hold
5,121
– – 0.18% 129
2018
Q1 		$513K Hold
5,121
– – 0.19% 125
2017
Q4 		$512K Buy
+5,121
New +$512K 0.19% 125

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

BKS Advisors's GBIL Position: Q4 2018 in Review

BKS Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2018, closing a stake of 5,121 shares — an estimated $512K sold.

BKS Advisors first reported a position in GBIL in Q4 2017 and held it in 4 quarters. The position peaked at $513K in Q2 2018. 109 funds tracked by Wall St. Rank hold GBIL as of Q4 2018.

  • BKS Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2018 after selling out during the quarter.
  • BKS Advisors sold 5,121 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2018, an estimated $512K.
  • BKS Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2017 and held it in 4 quarters.
  • BKS Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $513K in Q2 2018.
  • 109 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2018.

Based on BKS Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.