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JRM Investment Counsel’s Goldman Sachs GS Stock Holding History

JRM Investment Counsel’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
2015
Q4 		– Sell
-2,650
Closed -$460K – 35
2015
Q3 		$460K Hold
2,650
– – 0.54% 31
2015
Q2 		$553K Hold
2,650
– – 0.48% 36
2015
Q1 		$498K Buy
2,650
+885
+50% +$165K 0.43% 36
2014
Q4 		$342K Buy
+1,765
New +$332K 0.31% 38

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRM Investment Counsel's GS Position: Q4 2015 in Review

JRM Investment Counsel sold out of Goldman Sachs (GS) in Q4 2015, closing a stake of 2,650 shares — an estimated $460K sold.

JRM Investment Counsel first reported a position in GS in Q4 2014 and held it in 4 quarters. The position peaked at $553K in Q2 2015. 1,052 funds tracked by Wall St. Rank hold GS as of Q4 2015.

  • JRM Investment Counsel reported no remaining Goldman Sachs position as of Q4 2015 after selling out during the quarter.
  • JRM Investment Counsel sold 2,650 Goldman Sachs shares in Q4 2015, an estimated $460K.
  • JRM Investment Counsel first reported a position in Goldman Sachs in Q4 2014 and held it in 4 quarters.
  • JRM Investment Counsel's Goldman Sachs position peaked at $553K in Q2 2015.
  • 1,052 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2015.

Based on JRM Investment Counsel's 13F filing for Q4 2015, filed 5 Feb 2016.