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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credential Securities's GS Position: Q4 2017 in Review

Credential Securities sold out of Goldman Sachs (GS) in Q4 2017, closing a stake of 8 shares — an estimated $1.9K sold.

Credential Securities first reported a position in GS in Q1 2014 and held it in 15 quarters. The position peaked at $680K in Q3 2015. 1,292 funds tracked by Wall St. Rank hold GS as of Q4 2017.

Credential Securities reported no remaining Goldman Sachs position as of Q4 2017 after selling out during the quarter.
Credential Securities sold 8 Goldman Sachs shares in Q4 2017, an estimated $1.9K.
Credential Securities first reported a position in Goldman Sachs in Q1 2014 and held it in 15 quarters.
Credential Securities's Goldman Sachs position peaked at $680K in Q3 2015.
1,292 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.