Goldman Sachs
FGB

Goldman Sachs’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Goldman Sachs’s Portfolio FGB Stock Details FGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,053
Closed -$35K – 5289
2020
Q1 		$35K Buy
+17,053
New +$87.2K ﹤0.01% 5086

Other funds holding FGB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Goldman Sachs's FGB Position: Q2 2020 in Review

Goldman Sachs sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q2 2020, closing a stake of 17,053 shares — an estimated $35K sold.

Goldman Sachs first reported a position in FGB in Q1 2020 and held it in 1 quarter. The position peaked at $35K in Q1 2020. 18 funds tracked by Wall St. Rank hold FGB as of Q2 2020.

  • Goldman Sachs reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Goldman Sachs sold 17,053 First Trust Specialty Finance and Financial Opportunities Fund shares in Q2 2020, an estimated $35K.
  • Goldman Sachs first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Goldman Sachs's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $35K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q2 2020.

Based on Goldman Sachs's 13F filing for Q2 2020, filed 12 Aug 2020.