CFA
GS.PRI.CL

Carroll Financial Associates’s The Goldman Sachs Group, Inc. GS.PRI.CL Stock Holding History

Carroll Financial Associates’s Portfolio GS.PRI.CL Stock Details GS.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,365
Closed -$29K – 952
2013
Q4 		$29K Hold
1,365
– – 0.01% 361
2013
Q3 		$30K Hold
1,365
– – 0.01% 367
2013
Q2 		$0 Buy
+1,365
New +$34.7K ﹤0.01% 731

Other funds holding GS.PRI.CL

CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Carroll Financial Associates's GS.PRI.CL Position: Q1 2014 in Review

Carroll Financial Associates sold out of The Goldman Sachs Group, Inc. (GS.PRI.CL) in Q1 2014, closing a stake of 1,365 shares — an estimated $29K sold.

Carroll Financial Associates first reported a position in GS.PRI.CL in Q2 2013 and held it in 3 quarters. The position peaked at $30K in Q3 2013. 7 funds tracked by Wall St. Rank hold GS.PRI.CL as of Q1 2014.

  • Carroll Financial Associates reported no remaining The Goldman Sachs Group, Inc. position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 1,365 The Goldman Sachs Group, Inc. shares in Q1 2014, an estimated $29K.
  • Carroll Financial Associates first reported a position in The Goldman Sachs Group, Inc. in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's The Goldman Sachs Group, Inc. position peaked at $30K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held The Goldman Sachs Group, Inc. as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.