BWM
GS icon

Braver Wealth Management’s Goldman Sachs GS Stock Holding History

Braver Wealth 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
2016
Q4 		$1.1M Buy
4,596
+239
+5% +$48.5K 0.18% 93
2016
Q3 		$703K Sell
4,357
-73
-2% -$11.9K 0.12% 95
2016
Q2 		$658K Sell
4,430
-16,880
-79% -$2.63M 0.11% 87
2016
Q1 		$3.35M Buy
+21,310
New +$3.3M 0.55% 52

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Braver Wealth Management's GS Position: Q4 2016 in Review

Braver Wealth Management increased its Goldman Sachs (GS) stake by 5.5% in Q4 2016, buying an estimated $48.5K and bringing the position to 4,596 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #93.

Braver Wealth Management first reported a position in GS in Q1 2016 and has held it in 4 quarters since. The position peaked at $3.35M in Q1 2016. 1,160 funds tracked by Wall St. Rank hold GS as of Q4 2016.

  • Braver Wealth Management held 4,596 shares of Goldman Sachs worth $1.1M as of Q4 2016.
  • Braver Wealth Management bought 239 Goldman Sachs shares in Q4 2016, an estimated $48.5K.
  • Goldman Sachs made up 0.18% of Braver Wealth Management's portfolio in Q4 2016, its #93 holding.
  • Braver Wealth Management first reported a position in Goldman Sachs in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Goldman Sachs position peaked at $3.35M in Q1 2016.
  • 1,160 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.