Freedom Investment Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Freedom Investment Management’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-651,334	Closed	-$28.4M	–	1015
2016 Q3	$28.4M	Buy	+651,334	New	+$28.4M	1.82%	7
2016 Q1	–	Sell	-885,581	Closed	-$36.8M	–	851
2015 Q4	$36.8M	Buy	+885,581	New	+$36.8M	2.79%	5

Other funds holding GSLC

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Freedom Investment Management's GSLC Position: Q4 2016 in Review

Freedom Investment Management sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q4 2016, closing a stake of 651,334 shares — an estimated $28.4M sold.

Freedom Investment Management first reported a position in GSLC in Q4 2015 and held it in 2 quarters. The position peaked at $36.8M in Q4 2015. 84 funds tracked by Wall St. Rank hold GSLC as of Q4 2016.

Freedom Investment Management reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q4 2016 after selling out during the quarter.
Freedom Investment Management sold 651,334 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2016, an estimated $28.4M.
Freedom Investment Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2015 and held it in 2 quarters.
Freedom Investment Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $36.8M in Q4 2015.
84 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.