Hefty Wealth Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Hefty Wealth Partners’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$4.18M	Buy	78,327 +14,058	+22%	+$771K	2.69%	5
2017 Q4	$3.43M	Buy	64,269 +2,654	+4%	+$138K	2.12%	12
2017 Q3	$3.08M	Sell	61,615 -15,465	-20%	-$758K	2.03%	13
2017 Q2	$3.71M	Buy	77,080 +24,817	+47%	+$1.18M	2.53%	9
2017 Q1	$2.44M	Sell	52,263 -26,032	-33%	-$1.2M	1.78%	18
2016 Q4	$3.47M	Buy	78,295 +38,715	+98%	+$1.69M	2.91%	8
2016 Q3	$1.72M	Buy	39,580 +3,987	+11%	+$174K	1.31%	24
2016 Q2	$1.51M	Buy	35,593 +16,514	+87%	+$693K	1.25%	27
2016 Q1	$800K	Buy	+19,079	New	+$760K	0.75%	50

Other funds holding GSLC

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hefty Wealth Partners's GSLC Position: Q1 2018 in Review

Hefty Wealth Partners increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 22% in Q1 2018, buying an estimated $771K and bringing the position to 78,327 shares worth $4.18M. The position accounts for 2.69% of the portfolio, ranked #5.

Hefty Wealth Partners first reported a position in GSLC in Q1 2016 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold GSLC as of Q1 2018.

Hefty Wealth Partners held 78,327 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $4.18M as of Q1 2018.
Hefty Wealth Partners bought 14,058 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2018, an estimated $771K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 2.69% of Hefty Wealth Partners's portfolio in Q1 2018, its #5 holding.
Hefty Wealth Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q1 2016 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.