Goldman Sachs
USFR

Goldman Sachs’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Goldman Sachs’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,281
Closed -$233K – 6039
2018
Q3 		$233K Buy
+9,281
New +$233K ﹤0.01% 4843

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Goldman Sachs's USFR Position: Q4 2018 in Review

Goldman Sachs sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q4 2018, closing a stake of 9,281 shares — an estimated $233K sold.

Goldman Sachs first reported a position in USFR in Q3 2018 and held it in 1 quarter. The position peaked at $233K in Q3 2018. 92 funds tracked by Wall St. Rank hold USFR as of Q4 2018.

  • Goldman Sachs reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q4 2018 after selling out during the quarter.
  • Goldman Sachs sold 9,281 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q4 2018, an estimated $233K.
  • Goldman Sachs first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2018 and held it in 1 quarter.
  • Goldman Sachs's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $233K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q4 2018.

Based on Goldman Sachs's 13F filing for Q4 2018, filed 14 Feb 2019.