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Conservest Capital Advisors’s Goldman Sachs GS Stock Holding History

Conservest Capital Advisors’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
2018
Q1 		– Sell
-1,530
Closed -$390K – 78
2017
Q4 		$390K Hold
1,530
– – 0.08% 57
2017
Q3 		$363K Hold
1,530
– – 0.06% 68
2017
Q2 		$339K Hold
1,530
– – 0.07% 59
2017
Q1 		$351K Buy
+1,530
New +$369K 0.07% 58

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Conservest Capital Advisors's GS Position: Q1 2018 in Review

Conservest Capital Advisors sold out of Goldman Sachs (GS) in Q1 2018, closing a stake of 1,530 shares — an estimated $390K sold.

Conservest Capital Advisors first reported a position in GS in Q1 2017 and held it in 4 quarters. The position peaked at $390K in Q4 2017. 1,348 funds tracked by Wall St. Rank hold GS as of Q1 2018.

  • Conservest Capital Advisors reported no remaining Goldman Sachs position as of Q1 2018 after selling out during the quarter.
  • Conservest Capital Advisors sold 1,530 Goldman Sachs shares in Q1 2018, an estimated $390K.
  • Conservest Capital Advisors first reported a position in Goldman Sachs in Q1 2017 and held it in 4 quarters.
  • Conservest Capital Advisors's Goldman Sachs position peaked at $390K in Q4 2017.
  • 1,348 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2018.

Based on Conservest Capital Advisors's 13F filing for Q1 2018, filed 9 Apr 2018.