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Keel Point Advisors’s Goldman Sachs GS Stock Holding History

Keel Point Advisors’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
2014
Q4 		$775K Buy
+4,000
New +$752K 0.62% 17

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Keel Point Advisors's GS Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Goldman Sachs (GS) in Q4 2014: 4,000 shares worth $775K. The stake represents 0.62% of the portfolio and ranks #17 among its holdings.

996 funds tracked by Wall St. Rank hold GS as of Q4 2014.

  • Keel Point Advisors held 4,000 shares of Goldman Sachs worth $775K as of Q4 2014.
  • Goldman Sachs was a new Keel Point Advisors position in Q4 2014.
  • Goldman Sachs made up 0.62% of Keel Point Advisors's portfolio in Q4 2014, its #17 holding.
  • 996 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.