LI
GSEW icon

LVZ Inc’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

LVZ Inc’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,525
Closed -$229K – 77
2019
Q4 		$229K Buy
+4,525
New +$220K 0.04% 79

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

LVZ Inc's GSEW Position: Q1 2020 in Review

LVZ Inc sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2020, closing a stake of 4,525 shares — an estimated $229K sold.

LVZ Inc first reported a position in GSEW in Q4 2019 and held it in 1 quarter. The position peaked at $229K in Q4 2019. 35 funds tracked by Wall St. Rank hold GSEW as of Q1 2020.

  • LVZ Inc reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • LVZ Inc sold 4,525 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2020, an estimated $229K.
  • LVZ Inc first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2019 and held it in 1 quarter.
  • LVZ Inc's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $229K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2020.

Based on LVZ Inc's 13F filing for Q1 2020, filed 20 Apr 2020.