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Brendel Financial Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Brendel Financial Advisors’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-14,640
Closed -$742K – 76
2019
Q4 		$742K Buy
+14,640
New +$713K 0.63% 49

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SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Brendel Financial Advisors's GSEW Position: Q1 2020 in Review

Brendel Financial Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2020, closing a stake of 14,640 shares — an estimated $742K sold.

Brendel Financial Advisors first reported a position in GSEW in Q4 2019 and held it in 1 quarter. The position peaked at $742K in Q4 2019. 35 funds tracked by Wall St. Rank hold GSEW as of Q1 2020.

  • Brendel Financial Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 14,640 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2020, an estimated $742K.
  • Brendel Financial Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2019 and held it in 1 quarter.
  • Brendel Financial Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $742K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2020.

Based on Brendel Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.