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McKinley Carter Wealth Services’s Goldman Sachs GS Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-78
Closed -$20K – 250
2018
Q1 		$20K Buy
+78
New +$20.3K 0.01% 327

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

McKinley Carter Wealth Services's GS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Goldman Sachs (GS) in Q2 2018, closing a stake of 78 shares — an estimated $20K sold.

McKinley Carter Wealth Services first reported a position in GS in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 1,303 funds tracked by Wall St. Rank hold GS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Goldman Sachs position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 78 Goldman Sachs shares in Q2 2018, an estimated $20K.
  • McKinley Carter Wealth Services first reported a position in Goldman Sachs in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Goldman Sachs position peaked at $20K in Q1 2018.
  • 1,303 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.