Guardian Investor Services’s Goldman Sachs GS Stock Holding History

Guardian Investor Services’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
2015 Q1	$527K	Hold	2,803	–	–	0.42%	54
2014 Q4	$543K	Sell	2,803 -104	-4%	-$19.5K	0.43%	53
2014 Q3	$534K	Sell	2,907 -225	-7%	-$39.5K	0.43%	52
2014 Q2	$524K	Sell	3,132 -119	-4%	-$19.2K	0.4%	55
2014 Q1	$533K	Sell	3,251 -97	-3%	-$16.3K	0.41%	55
2013 Q4	$593K	Sell	3,348 -105	-3%	-$17.3K	0.45%	52
2013 Q3	$546K	Sell	3,453 -102	-3%	-$16.4K	0.46%	50
2013 Q2	$538K	Buy	+3,555	New	+$542K	0.46%	48

Other funds holding GS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Investor Services's GS Position: Q1 2015 in Review

Guardian Investor Services held its Goldman Sachs (GS) position steady in Q1 2015 at 2,803 shares worth $527K. The position accounts for 0.42% of the portfolio, ranked #54.

Guardian Investor Services first reported a position in GS in Q2 2013 and has held it in 8 quarters since. The position peaked at $593K in Q4 2013. 995 funds tracked by Wall St. Rank hold GS as of Q1 2015.

Guardian Investor Services held 2,803 shares of Goldman Sachs worth $527K as of Q1 2015.
Guardian Investor Services left its Goldman Sachs share count unchanged in Q1 2015.
Goldman Sachs made up 0.42% of Guardian Investor Services's portfolio in Q1 2015, its #54 holding.
Guardian Investor Services first reported a position in Goldman Sachs in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Goldman Sachs position peaked at $593K in Q4 2013.
995 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.