Bruderman Asset Management’s Goldman Sachs GS Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-455	Closed	-$87K	–	290
2019 Q1	$87K	Sell	455 -27	-6%	-$5.21K	0.02%	212
2018 Q4	$80K	Sell	482 -20,239	-98%	-$4.08M	0.02%	203
2018 Q3	$4.65M	Buy	20,721 +2,842	+16%	+$661K	1.07%	37
2018 Q2	$3.94M	Buy	17,879 +9,638	+117%	+$2.3M	0.96%	43
2018 Q1	$2.08M	Sell	8,241 -137	-2%	-$35.7K	0.5%	52
2017 Q4	$2.13M	Buy	8,378 +70	+0.8%	+$17.2K	0.54%	50
2017 Q3	$1.97M	Buy	8,308 +383	+5%	+$86.4K	0.51%	51
2017 Q2	$1.76M	Buy	7,925 +5,536	+232%	+$1.23M	0.47%	53
2017 Q1	$549K	Buy	2,389 +2,089	+696%	+$504K	0.16%	78
2016 Q4	$72K	Hold	300	–	–	0.02%	171
2016 Q3	$48K	Hold	300	–	–	0.01%	205
2016 Q2	$45K	Sell	300 -120	-29%	-$18.7K	0.01%	209
2016 Q1	$66K	Hold	420	–	–	0.02%	177
2015 Q4	$76K	Hold	420	–	–	0.03%	171
2015 Q3	$73K	Hold	420	–	–	0.03%	177
2015 Q2	$88K	Hold	420	–	–	0.03%	166
2015 Q1	$79K	Buy	+420	New	+$78.1K	0.03%	176

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruderman Asset Management's GS Position: Q2 2019 in Review

Bruderman Asset Management sold out of Goldman Sachs (GS) in Q2 2019, closing a stake of 455 shares — an estimated $87K sold.

Bruderman Asset Management first reported a position in GS in Q1 2015 and held it in 17 quarters. The position peaked at $4.65M in Q3 2018. 1,269 funds tracked by Wall St. Rank hold GS as of Q2 2019.

Bruderman Asset Management reported no remaining Goldman Sachs position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 455 Goldman Sachs shares in Q2 2019, an estimated $87K.
Bruderman Asset Management first reported a position in Goldman Sachs in Q1 2015 and held it in 17 quarters.
Bruderman Asset Management's Goldman Sachs position peaked at $4.65M in Q3 2018.
1,269 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.