MBI
GS icon

Montrusco Bolton Investments’s Goldman Sachs GS Stock Holding History

Montrusco Bolton 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
Q2 		– Sell
-1,258
Closed -$289K – 92
2017
Q1 		$289K Sell
1,258
-312
-20% -$75.3K 0.02% 73
2016
Q4 		$376K Buy
+1,570
New +$319K 0.02% 68
2015
Q2 		– Sell
-2,260
Closed -$425K – 83
2015
Q1 		$425K Sell
2,260
-280
-11% -$52.1K 0.03% 75
2014
Q4 		$492K Buy
+2,540
New +$477K 0.04% 69
2013
Q3 		– Sell
-6,100
Closed -$923K – 90
2013
Q2 		$923K Buy
+6,100
New +$930K 0.07% 74

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Montrusco Bolton Investments's GS Position: Q2 2017 in Review

Montrusco Bolton Investments sold out of Goldman Sachs (GS) in Q2 2017, closing a stake of 1,258 shares — an estimated $289K sold.

Montrusco Bolton Investments first reported a position in GS in Q2 2013 and held it in 5 quarters. The position peaked at $923K in Q2 2013. 1,194 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • Montrusco Bolton Investments reported no remaining Goldman Sachs position as of Q2 2017 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,258 Goldman Sachs shares in Q2 2017, an estimated $289K.
  • Montrusco Bolton Investments first reported a position in Goldman Sachs in Q2 2013 and held it in 5 quarters.
  • Montrusco Bolton Investments's Goldman Sachs position peaked at $923K in Q2 2013.
  • 1,194 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on Montrusco Bolton Investments's 13F filing for Q2 2017, filed 14 Aug 2017.