Cobiz Wealth’s Goldman Sachs GS Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-26	Closed	-$4K	–	212
2013 Q2	$4K	Buy	+26	New	+$3.96K	﹤0.01%	328

Other funds holding GS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Cobiz Wealth's GS Position: Q3 2013 in Review

Cobiz Wealth sold out of Goldman Sachs (GS) in Q3 2013, closing a stake of 26 shares — an estimated $4K sold.

Cobiz Wealth first reported a position in GS in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 905 funds tracked by Wall St. Rank hold GS as of Q3 2013.

Cobiz Wealth reported no remaining Goldman Sachs position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 26 Goldman Sachs shares in Q3 2013, an estimated $4K.
Cobiz Wealth first reported a position in Goldman Sachs in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Goldman Sachs position peaked at $4K in Q2 2013.
905 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.