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Cornerstone Financial Partners’s Goldman Sachs GS Stock Holding History

Cornerstone Financial Partners’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
2016
Q4 		– Sell
-2,806
Closed -$451K – 168
2016
Q3 		$451K Sell
2,806
-200
-7% -$32.5K 0.16% 96
2016
Q2 		$448K Buy
+3,006
New +$469K 0.16% 108

Other funds holding GS

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cornerstone Financial Partners's GS Position: Q4 2016 in Review

Cornerstone Financial Partners sold out of Goldman Sachs (GS) in Q4 2016, closing a stake of 2,806 shares — an estimated $451K sold.

Cornerstone Financial Partners first reported a position in GS in Q2 2016 and held it in 2 quarters. The position peaked at $451K in Q3 2016. 1,160 funds tracked by Wall St. Rank hold GS as of Q4 2016.

  • Cornerstone Financial Partners reported no remaining Goldman Sachs position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 2,806 Goldman Sachs shares in Q4 2016, an estimated $451K.
  • Cornerstone Financial Partners first reported a position in Goldman Sachs in Q2 2016 and held it in 2 quarters.
  • Cornerstone Financial Partners's Goldman Sachs position peaked at $451K in Q3 2016.
  • 1,160 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2016.

Based on Cornerstone Financial Partners's 13F filing for Q4 2016, filed 10 Feb 2017.