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Independent Portfolio Consultants’s Goldman Sachs GS Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$2.98M Buy
13,413
+4,042
+43% +$898K 1.23% 7
2017
Q1 		$2.15M Sell
9,371
-105
-1% -$25.4K 0.74% 10
2016
Q4 		$2.27M Buy
9,476
+1,281
+16% +$260K 0.75% 14
2016
Q3 		$1.32M Sell
8,195
-485
-6% -$78.8K 0.41% 53
2016
Q2 		$1.29M Buy
8,680
+455
+6% +$71K 0.41% 57
2016
Q1 		$1.29M Buy
8,225
+256
+3% +$39.6K 0.36% 81
2015
Q4 		$1.44M Sell
7,969
-5,780
-42% -$1.07M 0.43% 67
2015
Q3 		$2.39M Buy
13,749
+810
+6% +$159K 0.52% 46
2015
Q2 		$2.7M Sell
12,939
-1,513
-10% -$308K 0.54% 40
2015
Q1 		$2.72M Sell
14,452
-457
-3% -$85K 0.56% 45
2014
Q4 		$2.89M Buy
14,909
+8,811
+144% +$1.66M 0.58% 37
2014
Q3 		$1.12M Buy
6,098
+2,693
+79% +$473K 0.3% 78
2014
Q2 		$570K Buy
3,405
+100
+3% +$16.1K 0.16% 197
2014
Q1 		$541K Sell
3,305
-775
-19% -$130K 0.17% 198
2013
Q4 		$723K Buy
4,080
+1,440
+55% +$238K 0.25% 126
2013
Q3 		$418K Hold
2,640
– – 0.17% 268
2013
Q2 		$399K Buy
+2,640
New +$403K 0.18% 244

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Independent Portfolio Consultants's GS Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Goldman Sachs (GS) stake by 43% in Q2 2017, buying an estimated $898K and bringing the position to 13,413 shares worth $2.98M. The position accounts for 1.23% of the portfolio, ranked #7.

Independent Portfolio Consultants first reported a position in GS in Q2 2013 and has held it in 17 quarters since. 1,194 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • Independent Portfolio Consultants held 13,413 shares of Goldman Sachs worth $2.98M as of Q2 2017.
  • Independent Portfolio Consultants bought 4,042 Goldman Sachs shares in Q2 2017, an estimated $898K.
  • Goldman Sachs made up 1.23% of Independent Portfolio Consultants's portfolio in Q2 2017, its #7 holding.
  • Independent Portfolio Consultants first reported a position in Goldman Sachs in Q2 2013 and has held it in 17 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.