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Credential Securities’s Goldman Sachs GS Stock Holding History

Credential Securities’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
Q4 		– Sell
-8
Closed -$1.9K – 262
2017
Q3 		$1.9K Hold
8
– – ﹤0.01% 255
2017
Q2 		$1.8K Hold
8
– – ﹤0.01% 251
2017
Q1 		$1.84K Hold
8
– – ﹤0.01% 248
2016
Q4 		$1.92K Hold
8
– – ﹤0.01% 251
2016
Q3 		$1.29K Hold
8
– – ﹤0.01% 240
2016
Q2 		$1.19K Hold
8
– – ﹤0.01% 231
2016
Q1 		$1.25K Sell
8
-3,218
-100% -$498K ﹤0.01% 215
2015
Q4 		$581K Sell
3,226
-689
-18% -$128K 0.38% 88
2015
Q3 		$680K Buy
3,915
+1,198
+44% +$235K 0.47% 68
2015
Q2 		$567K Buy
2,717
+2,709
+33,863% +$552K 0.36% 88
2015
Q1 		$1.5K Hold
8
– – ﹤0.01% 201
2014
Q4 		$1.55K Hold
8
– – ﹤0.01% 200
2014
Q3 		$1.47K Hold
8
– – ﹤0.01% 201
2014
Q2 		$1.34K Hold
8
– – ﹤0.01% 194
2014
Q1 		$1.31K Buy
+8
New +$1.34K ﹤0.01% 197

Other funds holding GS

BlackRock
BlackRock New York $5.7T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return