IWA
GS.PRJ

Intercontinental Wealth Advisors’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Intercontinental Wealth Advisors’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-950
Closed -$26K – 337
2019
Q4 		$26K Buy
+950
New +$25.5K 0.02% 222

Other funds holding GS.PRJ

SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Intercontinental Wealth Advisors's GS.PRJ Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q1 2020, closing a stake of 950 shares — an estimated $26K sold.

Intercontinental Wealth Advisors first reported a position in GS.PRJ in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 8 funds tracked by Wall St. Rank hold GS.PRJ as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 950 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q1 2020, an estimated $26K.
  • Intercontinental Wealth Advisors first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q4 2019 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $26K in Q4 2019.
  • 8 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.