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Choate Investment Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Choate Investment Advisors’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,815
Closed -$256K – 290
2020
Q3 		$256K Sell
7,815
-1,961
-20% -$64.6K 0.02% 221
2020
Q2 		$296K Sell
9,776
-12,289
-56% -$352K 0.02% 197
2020
Q1 		$577K Sell
22,065
-470,156
-96% -$14.8M 0.05% 140
2019
Q4 		$16.9M Sell
492,221
-25,424
-5% -$834K 1.03% 16
2019
Q3 		$16.2M Sell
517,645
-2,000
-0.4% -$63.7K 1% 15
2019
Q2 		$17.1M Sell
519,645
-44,583
-8% -$1.44M 1.02% 17
2019
Q1 		$18.4M Sell
564,228
-42,679
-7% -$1.38M 1.09% 16
2018
Q4 		$18.3M Sell
606,907
-127,061
-17% -$3.89M 1.18% 16
2018
Q3 		$24M Sell
733,968
-168,606
-19% -$5.54M 1.33% 8
2018
Q2 		$29.9M Sell
902,574
-339,564
-27% -$12M 1.74% 9
2018
Q1 		$45.5M Sell
1,242,138
-114,510
-8% -$4.25M 2.43% 8
2017
Q4 		$48.6M Sell
1,356,648
-295,058
-18% -$10.3M 2.49% 9
2017
Q3 		$55.3M Sell
1,651,706
-149,128
-8% -$4.95M 2.99% 8
2017
Q2 		$56.3M Sell
1,800,834
-327,845
-15% -$10.1M 3.18% 8
2017
Q1 		$63.8M Sell
2,128,679
-662,028
-24% -$19.2M 3.73% 4
2016
Q4 		$74.7M Buy
2,790,707
+583,835
+26% +$16M 4.73% 4
2016
Q3 		$63M Buy
2,206,872
+986,116
+81% +$27.6M 4.12% 4
2016
Q2 		$32.4M Buy
+1,220,756
New +$31.5M 2.24% 6

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choate Investment Advisors's GEM Position: Q4 2020 in Review

Choate Investment Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2020, closing a stake of 7,815 shares — an estimated $256K sold.

Choate Investment Advisors first reported a position in GEM in Q2 2016 and held it in 18 quarters. The position peaked at $74.7M in Q4 2016. 128 funds tracked by Wall St. Rank hold GEM as of Q4 2020.

  • Choate Investment Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 7,815 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2020, an estimated $256K.
  • Choate Investment Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2016 and held it in 18 quarters.
  • Choate Investment Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $74.7M in Q4 2016.
  • 128 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2020.

Based on Choate Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.