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Mutual Advisors’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Mutual Advisors’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,262
Closed -$319K – 661
2020
Q1 		$319K Hold
6,262
– – 0.04% 381
2019
Q4 		$397K Sell
6,262
-450
-7% -$26.6K 0.04% 401
2019
Q3 		$374K Hold
6,712
– – 0.05% 373
2019
Q2 		$391K Hold
6,712
– – 0.05% 380
2019
Q1 		$379K Hold
6,712
– – 0.06% 313
2018
Q4 		$330K Sell
6,712
-320
-5% -$17K 0.07% 304
2018
Q3 		$410K Buy
7,032
+320
+5% +$18.3K 0.06% 309
2018
Q2 		$371K Buy
+6,712
New +$368K 0.08% 284

Other funds holding GVIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Mutual Advisors's GVIP Position: Q2 2020 in Review

Mutual Advisors sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2020, closing a stake of 6,262 shares — an estimated $319K sold.

Mutual Advisors first reported a position in GVIP in Q2 2018 and held it in 8 quarters. The position peaked at $410K in Q3 2018. 25 funds tracked by Wall St. Rank hold GVIP as of Q2 2020.

  • Mutual Advisors reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2020 after selling out during the quarter.
  • Mutual Advisors sold 6,262 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2020, an estimated $319K.
  • Mutual Advisors first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q2 2018 and held it in 8 quarters.
  • Mutual Advisors's Goldman Sachs Hedge Industry VIP ETF position peaked at $410K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2020.

Based on Mutual Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.