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KWMG LLC’s Goldman Sachs GS Stock Holding History

KWMG LLC’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
2019
Q2 		– Sell
-28
Closed -$5K – 247
2019
Q1 		$5K Sell
28
-7
-20% -$1.35K ﹤0.01% 352
2018
Q4 		$6K Buy
35
+6
+21% +$1.21K ﹤0.01% 328
2018
Q3 		$7K Buy
29
+4
+16% +$930 ﹤0.01% 320
2018
Q2 		$6K Buy
+25
New +$5.96K ﹤0.01% 332
2016
Q3 		– Sell
-1,360
Closed -$202K – 142
2016
Q2 		$202K Hold
1,360
– – 0.11% 139
2016
Q1 		$213K Hold
1,360
– – 0.13% 134
2015
Q4 		$245K Hold
1,360
– – 0.17% 123
2015
Q3 		$236K Hold
1,360
– – 0.18% 113
2015
Q2 		$284K Hold
1,360
– – 0.21% 101
2015
Q1 		$273K Hold
1,360
– – 0.22% 92
2014
Q4 		$248K Buy
+1,360
New +$256K 0.21% 78

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KWMG LLC's GS Position: Q2 2019 in Review

KWMG LLC sold out of Goldman Sachs (GS) in Q2 2019, closing a stake of 28 shares — an estimated $5K sold.

KWMG LLC first reported a position in GS in Q4 2014 and held it in 11 quarters. The position peaked at $284K in Q2 2015. 1,269 funds tracked by Wall St. Rank hold GS as of Q2 2019.

  • KWMG LLC reported no remaining Goldman Sachs position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 28 Goldman Sachs shares in Q2 2019, an estimated $5K.
  • KWMG LLC first reported a position in Goldman Sachs in Q4 2014 and held it in 11 quarters.
  • KWMG LLC's Goldman Sachs position peaked at $284K in Q2 2015.
  • 1,269 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.