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Elite Wealth Management’s Goldman Sachs GS Stock Holding History

Elite Wealth Management’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
2016
Q3 		$10K Buy
+62
New +$10.1K 0.02% 114
2014
Q4 		– Sell
-8,518
Closed -$1.56M – 209
2014
Q3 		$1.56M Sell
8,518
-1,253
-13% -$220K 1.41% 10
2014
Q2 		$1.64M Buy
9,771
+4,526
+86% +$730K 1.63% 9
2014
Q1 		$859K Sell
5,245
-1,274
-20% -$214K 0.7% 41
2013
Q4 		$1.16M Buy
6,519
+4,823
+284% +$795K 0.85% 29
2013
Q3 		$268K Buy
1,696
+1,573
+1,279% +$253K 0.24% 63
2013
Q2 		$19K Buy
+123
New +$18.8K 0.03% 188

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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elite Wealth Management's GS Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Goldman Sachs (GS) in Q3 2016: 62 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in GS as recently as Q3 2014.

Elite Wealth Management first reported a position in GS in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.64M in Q2 2014. 1,022 funds tracked by Wall St. Rank hold GS as of Q3 2016.

  • Elite Wealth Management held 62 shares of Goldman Sachs worth $10K as of Q3 2016.
  • Goldman Sachs was a new Elite Wealth Management position in Q3 2016.
  • Goldman Sachs made up 0.02% of Elite Wealth Management's portfolio in Q3 2016, its #114 holding.
  • Elite Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 7 quarters since.
  • Elite Wealth Management's Goldman Sachs position peaked at $1.64M in Q2 2014.
  • 1,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.