First Western Capital Management’s Goldman Sachs GS Stock Holding History

First Western Capital 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
2017 Q1	–	Sell	-4,643	Closed	-$1.11M	–	83
2016 Q4	$1.11M	Sell	4,643 -8,521	-65%	-$1.73M	0.6%	53
2016 Q3	$2.12M	Buy	13,164 +550	+4%	+$89.4K	0.83%	48
2016 Q2	$1.87M	Sell	12,614 -2,920	-19%	-$456K	0.69%	62
2016 Q1	$2.44M	Buy	15,534 +8,347	+116%	+$1.29M	0.87%	54
2015 Q4	$1.29M	Sell	7,187 -7,732	-52%	-$1.44M	0.4%	78
2015 Q3	$2.59M	Buy	14,919 +298	+2%	+$58.4K	0.87%	54
2015 Q2	$3.05M	Buy	14,621 +9,252	+172%	+$1.89M	0.98%	47
2015 Q1	$1.01M	Buy	5,369 +4,252	+381%	+$791K	0.3%	93
2014 Q4	$216K	Buy	+1,117	New	+$210K	0.06%	125
2014 Q2	–	Sell	-6,506	Closed	-$1.07M	–	128
2014 Q1	$1.07M	Sell	6,506 -3,626	-36%	-$610K	0.38%	99
2013 Q4	$1.8M	Buy	+10,132	New	+$1.67M	0.62%	55

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

First Western Capital Management's GS Position: Q1 2017 in Review

First Western Capital Management sold out of Goldman Sachs (GS) in Q1 2017, closing a stake of 4,643 shares — an estimated $1.11M sold.

First Western Capital Management first reported a position in GS in Q4 2013 and held it in 11 quarters. The position peaked at $3.05M in Q2 2015. 1,211 funds tracked by Wall St. Rank hold GS as of Q1 2017.

First Western Capital Management reported no remaining Goldman Sachs position as of Q1 2017 after selling out during the quarter.
First Western Capital Management sold 4,643 Goldman Sachs shares in Q1 2017, an estimated $1.11M.
First Western Capital Management first reported a position in Goldman Sachs in Q4 2013 and held it in 11 quarters.
First Western Capital Management's Goldman Sachs position peaked at $3.05M in Q2 2015.
1,211 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2017.

Based on First Western Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.