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Longer Investments’s Goldman Sachs GS Stock Holding History

Longer Investments’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
Q4 		– Sell
-11,125
Closed -$2.64M – 41
2017
Q3 		$2.64M Buy
+11,125
New +$2.51M 2.35% 13
2016
Q1 		– Sell
-8,575
Closed -$1.54M – 49
2015
Q4 		$1.54M Buy
+8,575
New +$1.59M 1.36% 27

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Longer Investments's GS Position: Q4 2017 in Review

Longer Investments sold out of Goldman Sachs (GS) in Q4 2017, closing a stake of 11,125 shares — an estimated $2.64M sold.

Longer Investments first reported a position in GS in Q4 2015 and held it in 2 quarters. The position peaked at $2.64M in Q3 2017. 1,292 funds tracked by Wall St. Rank hold GS as of Q4 2017.

  • Longer Investments reported no remaining Goldman Sachs position as of Q4 2017 after selling out during the quarter.
  • Longer Investments sold 11,125 Goldman Sachs shares in Q4 2017, an estimated $2.64M.
  • Longer Investments first reported a position in Goldman Sachs in Q4 2015 and held it in 2 quarters.
  • Longer Investments's Goldman Sachs position peaked at $2.64M in Q3 2017.
  • 1,292 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2017.

Based on Longer Investments's 13F filing for Q4 2017, filed 24 Jan 2018.