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	–	291
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return