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Greenleaf Trust’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Greenleaf Trust’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,463
Closed -$748K – 547
2019
Q1 		$748K Buy
+7,463
New +$748K 0.01% 190

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenleaf Trust's GBIL Position: Q2 2019 in Review

Greenleaf Trust sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2019, closing a stake of 7,463 shares — an estimated $748K sold.

Greenleaf Trust first reported a position in GBIL in Q1 2019 and held it in 1 quarter. The position peaked at $748K in Q1 2019. 133 funds tracked by Wall St. Rank hold GBIL as of Q2 2019.

  • Greenleaf Trust reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2019 after selling out during the quarter.
  • Greenleaf Trust sold 7,463 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2019, an estimated $748K.
  • Greenleaf Trust first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2019 and held it in 1 quarter.
  • Greenleaf Trust's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $748K in Q1 2019.
  • 133 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2019.

Based on Greenleaf Trust's 13F filing for Q2 2019, filed 24 Jul 2019.