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Merriman Wealth Management’s Goldman Sachs GS Stock Holding History

Merriman Wealth Management’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
-1,517
Closed -$360K – 173
2017
Q3 		$360K Buy
1,517
+117
+8% +$26.4K 0.09% 119
2017
Q2 		$311K Buy
+1,400
New +$311K 0.09% 97

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

Merriman Wealth Management's GS Position: Q4 2017 in Review

Merriman Wealth Management sold out of Goldman Sachs (GS) in Q4 2017, closing a stake of 1,517 shares — an estimated $360K sold.

Merriman Wealth Management first reported a position in GS in Q2 2017 and held it in 2 quarters. The position peaked at $360K in Q3 2017. 1,292 funds tracked by Wall St. Rank hold GS as of Q4 2017.

  • Merriman Wealth Management reported no remaining Goldman Sachs position as of Q4 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 1,517 Goldman Sachs shares in Q4 2017, an estimated $360K.
  • Merriman Wealth Management first reported a position in Goldman Sachs in Q2 2017 and held it in 2 quarters.
  • Merriman Wealth Management's Goldman Sachs position peaked at $360K in Q3 2017.
  • 1,292 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2017.

Based on Merriman Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.