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Concert Wealth Management’s Goldman Sachs GS Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-4,899
Closed -$1.17M – 262
2017
Q1 		$1.17M Sell
4,899
-549
-10% -$133K 0.26% 110
2016
Q4 		$1.3M Sell
5,448
-1,234
-18% -$251K 0.29% 95
2016
Q3 		$1.08M Sell
6,682
-7,227
-52% -$1.17M 0.13% 206
2016
Q2 		$2.06M Buy
13,909
+2,439
+21% +$381K 0.28% 85
2016
Q1 		$1.8M Buy
11,470
+53
+0.5% +$8.2K 0.24% 107
2015
Q4 		$2.06M Buy
11,417
+1,072
+10% +$199K 0.28% 84
2015
Q3 		$1.79M Buy
10,345
+515
+5% +$101K 0.24% 95
2015
Q2 		$2.05M Buy
9,830
+5,354
+120% +$1.09M 0.26% 86
2015
Q1 		$641K Sell
4,476
-67
-1% -$12.5K 0.18% 162
2014
Q4 		$884K Sell
4,543
-1,038
-19% -$195K 0.13% 201
2014
Q3 		$1.03M Sell
5,581
-129
-2% -$22.7K 0.14% 126
2014
Q2 		$920K Sell
5,710
-31
-0.5% -$5K 0.11% 152
2014
Q1 		$927K Sell
5,741
-356
-6% -$59.9K 0.12% 148
2013
Q4 		$1.08M Buy
6,097
+392
+7% +$64.7K 0.14% 123
2013
Q3 		$907K Buy
5,705
+404
+8% +$65K 0.13% 131
2013
Q2 		$800K Buy
+5,301
New +$808K 0.12% 138

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Concert Wealth Management's GS Position: Q2 2017 in Review

Concert Wealth Management sold out of Goldman Sachs (GS) in Q2 2017, closing a stake of 4,899 shares — an estimated $1.17M sold.

Concert Wealth Management first reported a position in GS in Q2 2013 and held it in 16 quarters. The position peaked at $2.06M in Q4 2015. 1,194 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • Concert Wealth Management reported no remaining Goldman Sachs position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,899 Goldman Sachs shares in Q2 2017, an estimated $1.17M.
  • Concert Wealth Management first reported a position in Goldman Sachs in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Goldman Sachs position peaked at $2.06M in Q4 2015.
  • 1,194 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.