Investors Capital Advisory Services’s Goldman Sachs GS Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$244K	Sell	1,648 -18	-1%	-$2.81K	0.05%	511
2016 Q1	$261K	Sell	1,666 -41	-2%	-$6.34K	0.05%	467
2015 Q4	$307K	Buy	1,707 +251	+17%	+$46.7K	0.06%	425
2015 Q3	$253K	Buy	1,456 +2	+0.1%	+$392	0.05%	496
2015 Q2	$303K	Buy	1,454 +1	+0.1%	+$204	0.06%	468
2015 Q1	$273K	Sell	1,453 -949	-40%	-$177K	0.05%	488
2014 Q4	$465K	Buy	2,402 +506	+27%	+$95.1K	0.09%	318
2014 Q3	$348K	Sell	1,896 -497	-21%	-$87.3K	0.07%	395
2014 Q2	$400K	Buy	2,393 +500	+26%	+$80.7K	0.06%	406
2014 Q1	$310K	Buy	1,893 +61	+3%	+$10.3K	0.07%	390
2013 Q4	$324K	Buy	1,832 +230	+14%	+$37.9K	0.08%	361
2013 Q3	$253K	Sell	1,602 -4	-0.2%	-$644	0.07%	404
2013 Q2	$242K	Buy	+1,606	New	+$245K	0.07%	363

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investors Capital Advisory Services's GS Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Goldman Sachs (GS) stake by 1.1% in Q2 2016, selling an estimated $2.81K and leaving 1,648 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #511.

Investors Capital Advisory Services first reported a position in GS in Q2 2013 and has held it in 13 quarters since. The position peaked at $465K in Q4 2014. 1,019 funds tracked by Wall St. Rank hold GS as of Q2 2016.

Investors Capital Advisory Services held 1,648 shares of Goldman Sachs worth $244K as of Q2 2016.
Investors Capital Advisory Services sold 18 Goldman Sachs shares in Q2 2016, an estimated $2.81K.
Goldman Sachs made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #511 holding.
Investors Capital Advisory Services first reported a position in Goldman Sachs in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Goldman Sachs position peaked at $465K in Q4 2014.
1,019 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.