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Linscomb Wealth’s Goldman Sachs GS Stock Holding History

Linscomb Wealth’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
-1,143
Closed -$219K – 273
2019
Q1 		$219K Sell
1,143
-59
-5% -$11.4K 0.02% 249
2018
Q4 		$201K Buy
1,202
+288
+32% +$58.1K 0.02% 256
2018
Q3 		$205K Hold
914
– – 0.02% 270
2018
Q2 		$202K Hold
914
– – 0.02% 265
2018
Q1 		$230K Hold
914
– – 0.02% 242
2017
Q4 		$233K Sell
914
-17
-2% -$4.17K 0.02% 248
2017
Q3 		$221K Buy
+931
New +$210K 0.02% 246
2017
Q2 		– Sell
-914
Closed -$210K – 254
2017
Q1 		$210K Sell
914
-197
-18% -$47.6K 0.02% 233
2016
Q4 		$266K Buy
+1,111
New +$226K 0.02% 219
2016
Q1 		– Sell
-1,456
Closed -$262K – 259
2015
Q4 		$262K Sell
1,456
-11
-0.7% -$2.04K 0.03% 220
2015
Q3 		$255K Sell
1,467
-32
-2% -$6.27K 0.03% 225
2015
Q2 		$313K Buy
1,499
+173
+13% +$35.3K 0.03% 215
2015
Q1 		$249K Sell
1,326
-127
-9% -$23.6K 0.03% 235
2014
Q4 		$281K Buy
1,453
+57
+4% +$10.7K 0.03% 227
2014
Q3 		$256K Buy
1,396
+161
+13% +$28.3K 0.03% 240
2014
Q2 		$207K Sell
1,235
-5
-0.4% -$807 0.02% 261
2014
Q1 		$203K Buy
+1,240
New +$209K 0.02% 263

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

Linscomb Wealth's GS Position: Q2 2019 in Review

Linscomb Wealth sold out of Goldman Sachs (GS) in Q2 2019, closing a stake of 1,143 shares — an estimated $219K sold.

Linscomb Wealth first reported a position in GS in Q1 2014 and held it in 17 quarters. The position peaked at $313K in Q2 2015. 1,269 funds tracked by Wall St. Rank hold GS as of Q2 2019.

  • Linscomb Wealth reported no remaining Goldman Sachs position as of Q2 2019 after selling out during the quarter.
  • Linscomb Wealth sold 1,143 Goldman Sachs shares in Q2 2019, an estimated $219K.
  • Linscomb Wealth first reported a position in Goldman Sachs in Q1 2014 and held it in 17 quarters.
  • Linscomb Wealth's Goldman Sachs position peaked at $313K in Q2 2015.
  • 1,269 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2019.

Based on Linscomb Wealth's 13F filing for Q2 2019, filed 6 Aug 2019.