Geneva Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$615K Sell
2,773
-665
-19% -$147K 0.01% 474
2017
Q1
$790K Sell
3,438
-636
-16% -$146K 0.01% 404
2016
Q4
$976K Buy
4,074
+2,500
+159% +$599K 0.02% 346
2016
Q3
$254K Sell
1,574
-11,103
-88% -$1.79M ﹤0.01% 616
2016
Q2
$1.88M Buy
12,677
+4,235
+50% +$629K 0.04% 206
2016
Q1
$1.33M Buy
8,442
+7,235
+599% +$1.14M 0.03% 247
2015
Q4
$218K Buy
+1,207
New +$218K ﹤0.01% 558
2015
Q3
Sell
-1,048
Closed -$219K 664
2015
Q2
$219K Buy
+1,048
New +$219K ﹤0.01% 590
2015
Q1
Sell
-1,175
Closed -$228K 713
2014
Q4
$228K Buy
+1,175
New +$228K ﹤0.01% 577