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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Goldman Sachs GS Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-40
Closed -$9K – 196
2018
Q2 		$9K Hold
40
– – ﹤0.01% 326
2018
Q1 		$10K Hold
40
– – ﹤0.01% 321
2017
Q4 		$11K Hold
40
– – 0.03% 178
2017
Q3 		$9K Hold
40
– – ﹤0.01% 290
2017
Q2 		$8K Hold
40
– – ﹤0.01% 288
2017
Q1 		$10K Hold
40
– – ﹤0.01% 291
2016
Q4 		$10K Hold
40
– – ﹤0.01% 319
2016
Q3 		$6K Hold
40
– – ﹤0.01% 331
2016
Q2 		$5K Hold
40
– – ﹤0.01% 321
2016
Q1 		$6K Hold
40
– – ﹤0.01% 298
2015
Q4 		$7K Buy
+40
New +$7.43K ﹤0.01% 276

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's GS Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Goldman Sachs (GS) in Q3 2018, closing a stake of 40 shares — an estimated $9K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in GS in Q4 2015 and held it in 11 quarters. The position peaked at $11K in Q4 2017. 1,319 funds tracked by Wall St. Rank hold GS as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Goldman Sachs position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 40 Goldman Sachs shares in Q3 2018, an estimated $9K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Goldman Sachs in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Goldman Sachs position peaked at $11K in Q4 2017.
  • 1,319 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.