Integrated Wealth Management (Palm Desert)’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$217K	Buy	+4,646	New	+$214K	0.07%	239

Other funds holding GSLC

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

CAN

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

SMA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RJFSA

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

Integrated Wealth Management (Palm Desert)'s GSLC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2017: 4,646 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #239 among its holdings.

94 funds tracked by Wall St. Rank hold GSLC as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 4,646 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $217K as of Q1 2017.
Goldman Sachs ActiveBeta US Large Cap Equity ETF was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #239 holding.
94 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.