EWM
GSJ.CL

Elite Wealth Management’s The Goldman Sachs Group Inc GSJ.CL Stock Holding History

Elite Wealth Management’s Portfolio GSJ.CL Stock Details GSJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,000
Closed -$50K – 843
2013
Q4 		$50K Hold
2,000
– – 0.04% 159
2013
Q3 		$51K Buy
+2,000
New +$50.8K 0.04% 171

Other funds holding GSJ.CL

CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Elite Wealth Management's GSJ.CL Position: Q1 2014 in Review

Elite Wealth Management sold out of The Goldman Sachs Group Inc (GSJ.CL) in Q1 2014, closing a stake of 2,000 shares — an estimated $50K sold.

Elite Wealth Management first reported a position in GSJ.CL in Q3 2013 and held it in 2 quarters. The position peaked at $51K in Q3 2013. 6 funds tracked by Wall St. Rank hold GSJ.CL as of Q1 2014.

  • Elite Wealth Management reported no remaining The Goldman Sachs Group Inc position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,000 The Goldman Sachs Group Inc shares in Q1 2014, an estimated $50K.
  • Elite Wealth Management first reported a position in The Goldman Sachs Group Inc in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's The Goldman Sachs Group Inc position peaked at $51K in Q3 2013.
  • 6 funds tracked by Wall St. Rank held The Goldman Sachs Group Inc as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.