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McAdams Wright Ragen’s Goldman Sachs GS Stock Holding History

McAdams Wright Ragen’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
Q3 		$1.73M Sell
9,439
-500
-5% -$87.8K 0.1% 152
2014
Q2 		$1.66M Buy
9,939
+911
+10% +$147K 0.09% 156
2014
Q1 		$1.48M Buy
9,028
+1,471
+19% +$247K 0.09% 156
2013
Q4 		$1.34M Buy
7,557
+753
+11% +$124K 0.09% 164
2013
Q3 		$1.08M Buy
6,804
+456
+7% +$73.4K 0.09% 155
2013
Q2 		$960K Buy
+6,348
New +$968K 0.08% 176

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McAdams Wright Ragen's GS Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Goldman Sachs (GS) stake by 5% in Q3 2014, selling an estimated $87.8K and leaving 9,439 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #152.

McAdams Wright Ragen first reported a position in GS in Q2 2013 and has held it in 6 quarters since. 935 funds tracked by Wall St. Rank hold GS as of Q3 2014.

  • McAdams Wright Ragen held 9,439 shares of Goldman Sachs worth $1.73M as of Q3 2014.
  • McAdams Wright Ragen sold 500 Goldman Sachs shares in Q3 2014, an estimated $87.8K.
  • Goldman Sachs made up 0.1% of McAdams Wright Ragen's portfolio in Q3 2014, its #152 holding.
  • McAdams Wright Ragen first reported a position in Goldman Sachs in Q2 2013 and has held it in 6 quarters since.
  • 935 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.