IA
GS.PRB.CL

IFP Advisors’s Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call GS.PRB.CL Stock Holding History

IFP Advisors’s Portfolio GS.PRB.CL Stock Details GS.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$25K Buy
+886
New +$23.6K ﹤0.01% 1259
2016
Q2 		– Sell
-886
Closed -$25K – 4202
2016
Q1 		$25K Buy
+886
New +$22.9K ﹤0.01% 1258

Other funds holding GS.PRB.CL

ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IFP Advisors's GS.PRB.CL Position: Q1 2019 in Review

IFP Advisors opened a new position in Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call (GS.PRB.CL) in Q1 2019: 886 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: IFP Advisors previously reported a position in GS.PRB.CL as recently as Q1 2016.

IFP Advisors first reported a position in GS.PRB.CL in Q1 2016 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold GS.PRB.CL as of Q1 2019.

  • IFP Advisors held 886 shares of Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call worth $25K as of Q1 2019.
  • Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call was a new IFP Advisors position in Q1 2019.
  • Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1259 holding.
  • IFP Advisors first reported a position in Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call in Q1 2016 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.