DCLA
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Douglas C. Lane & Associates’s Goldman Sachs GS Stock Holding History

Douglas C. Lane & Associates’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
2015
Q2 		– Sell
-1,113
Closed -$209K – 238
2015
Q1 		$209K Buy
+1,113
New +$207K 0.01% 226

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Douglas C. Lane & Associates's GS Position: Q2 2015 in Review

Douglas C. Lane & Associates sold out of Goldman Sachs (GS) in Q2 2015, closing a stake of 1,113 shares — an estimated $209K sold.

Douglas C. Lane & Associates first reported a position in GS in Q1 2015 and held it in 1 quarter. The position peaked at $209K in Q1 2015. 1,040 funds tracked by Wall St. Rank hold GS as of Q2 2015.

  • Douglas C. Lane & Associates reported no remaining Goldman Sachs position as of Q2 2015 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 1,113 Goldman Sachs shares in Q2 2015, an estimated $209K.
  • Douglas C. Lane & Associates first reported a position in Goldman Sachs in Q1 2015 and held it in 1 quarter.
  • Douglas C. Lane & Associates's Goldman Sachs position peaked at $209K in Q1 2015.
  • 1,040 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q2 2015, filed 21 Jul 2015.