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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return