JWM
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Jacobus Wealth Management’s Goldman Sachs GS Stock Holding History

Jacobus Wealth Management’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
Q3 		$119K Hold
500
– – 0.03% 200
2017
Q2 		$111K Hold
500
– – 0.03% 200
2017
Q1 		$115K Hold
500
– – 0.03% 191
2016
Q4 		$120K Buy
+500
New +$102K 0.04% 187
2016
Q2 		– Sell
-798
Closed -$125K – 234
2016
Q1 		$125K Hold
798
– – 0.04% 244
2015
Q4 		$144K Hold
798
– – 0.04% 236
2015
Q3 		$139K Hold
798
– – 0.04% 245
2015
Q2 		$167K Hold
798
– – 0.04% 237
2015
Q1 		$150K Hold
798
– – 0.04% 244
2014
Q4 		$155K Hold
798
– – 0.04% 233
2014
Q3 		$146K Sell
798
-125
-14% -$22K 0.04% 244
2014
Q2 		$155K Buy
923
+75
+9% +$12.1K 0.04% 246
2014
Q1 		$139K Buy
848
+125
+17% +$21K 0.03% 258
2013
Q4 		$128K Buy
+723
New +$119K 0.04% 261

Other funds holding GS

BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return