Essex Savings Bank’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Essex Savings Bank’s Portfolio GEM Stock Details GEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,922	Closed	-$63K	–	350
2019 Q2	$63K	Sell	1,922 -250	-12%	-$8.1K	0.02%	416
2019 Q1	$71K	Hold	2,172	–	–	0.04%	256
2018 Q4	$65K	Buy	+2,172	New	+$66.5K	0.04%	259

Other funds holding GEM

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FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Essex Savings Bank's GEM Position: Q3 2019 in Review

Essex Savings Bank sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2019, closing a stake of 1,922 shares — an estimated $63K sold.

Essex Savings Bank first reported a position in GEM in Q4 2018 and held it in 3 quarters. The position peaked at $71K in Q1 2019. 103 funds tracked by Wall St. Rank hold GEM as of Q3 2019.

Essex Savings Bank reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,922 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2019, an estimated $63K.
Essex Savings Bank first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $71K in Q1 2019.
103 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.