CT Financial Advisors’s Goldman Sachs GS Stock Holding History

CT Financial 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
2017 Q1	$6.32K	Buy	28 +1	+4%	+$241	﹤0.01%	489
2016 Q4	$6.57K	Hold	27	–	–	﹤0.01%	484
2016 Q3	$4.41K	Hold	27	–	–	﹤0.01%	511
2016 Q2	$4.05K	Sell	27 -1	-4%	-$156	﹤0.01%	521
2016 Q1	$4.26K	Buy	28 +1	+4%	+$155	﹤0.01%	520
2015 Q4	$4.87K	Hold	27	–	–	﹤0.01%	514
2015 Q3	$4.68K	Hold	27	–	–	﹤0.01%	528
2015 Q2	$5.6K	Hold	27	–	–	﹤0.01%	519
2015 Q1	$5.03K	Buy	27 +1	+4%	+$186	﹤0.01%	522
2014 Q4	$5.17K	Buy	+26	New	+$4.89K	﹤0.01%	434
2014 Q1	$5.03K	Buy	+27	New	+$4.54K	﹤0.01%	522

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CT Financial Advisors's GS Position: Q1 2017 in Review

CT Financial Advisors increased its Goldman Sachs (GS) stake by 3.7% in Q1 2017, buying an estimated $241 and bringing the position to 28 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

CT Financial Advisors first reported a position in GS in Q1 2014 and has held it in 11 quarters since. The position peaked at $6.57K in Q4 2016. 1,210 funds tracked by Wall St. Rank hold GS as of Q1 2017.

CT Financial Advisors held 28 shares of Goldman Sachs worth $6.32K as of Q1 2017.
CT Financial Advisors bought 1 Goldman Sachs share in Q1 2017, an estimated $241.
Goldman Sachs made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #489 holding.
CT Financial Advisors first reported a position in Goldman Sachs in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Goldman Sachs position peaked at $6.57K in Q4 2016.
1,210 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.