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Golden State Wealth Management’s Banco Santander SAN Stock Holding History

Golden State Wealth Management’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-31,304
Closed -$137K – 1131
2019
Q2 		$137K Buy
+31,304
New +$141K 0.04% 285

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Golden State Wealth Management's SAN Position: Q3 2019 in Review

Golden State Wealth Management sold out of Banco Santander (SAN) in Q3 2019, closing a stake of 31,304 shares — an estimated $137K sold.

Golden State Wealth Management first reported a position in SAN in Q2 2019 and held it in 1 quarter. The position peaked at $137K in Q2 2019. 300 funds tracked by Wall St. Rank hold SAN as of Q3 2019.

  • Golden State Wealth Management reported no remaining Banco Santander position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 31,304 Banco Santander shares in Q3 2019, an estimated $137K.
  • Golden State Wealth Management first reported a position in Banco Santander in Q2 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Banco Santander position peaked at $137K in Q2 2019.
  • 300 funds tracked by Wall St. Rank held Banco Santander as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.