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Edge Advisors’s Goldman Sachs GS Stock Holding History

Edge 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
2018
Q2 		$766K Sell
3,474
-112
-3% -$26.7K 0.07% 182
2018
Q1 		$903K Hold
3,586
– – 0.09% 176
2017
Q4 		$913K Hold
3,586
– – 0.09% 169
2017
Q3 		$849K Buy
3,586
+112
+3% +$25.3K 0.09% 166
2017
Q2 		$769K Hold
3,474
– – 0.09% 174
2017
Q1 		$797K Hold
3,474
– – 0.1% 175
2016
Q4 		$831K Buy
+3,474
New +$705K 0.11% 162

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edge Advisors's GS Position: Q2 2018 in Review

Edge Advisors reduced its Goldman Sachs (GS) stake by 3.1% in Q2 2018, selling an estimated $26.7K and leaving 3,474 shares worth $766K. The position accounts for 0.07% of the portfolio, ranked #182.

Edge Advisors first reported a position in GS in Q4 2016 and has held it in 7 quarters since. The position peaked at $913K in Q4 2017. 1,303 funds tracked by Wall St. Rank hold GS as of Q2 2018.

  • Edge Advisors held 3,474 shares of Goldman Sachs worth $766K as of Q2 2018.
  • Edge Advisors sold 112 Goldman Sachs shares in Q2 2018, an estimated $26.7K.
  • Goldman Sachs made up 0.07% of Edge Advisors's portfolio in Q2 2018, its #182 holding.
  • Edge Advisors first reported a position in Goldman Sachs in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Goldman Sachs position peaked at $913K in Q4 2017.
  • 1,303 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.