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MYCIO Wealth Partners’s Goldman Sachs GS Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-1,949
Closed -$448K – 175
2019
Q4 		$448K Buy
1,949
+1
+0.1% +$217 0.03% 208
2019
Q3 		$404K Sell
1,948
-205
-10% -$42.9K 0.03% 204
2019
Q2 		$441K Buy
2,153
+62
+3% +$12.3K 0.03% 183
2019
Q1 		$402K Hold
2,091
– – 0.03% 180
2018
Q4 		$349K Buy
2,091
+1
+0% +$202 0.03% 188
2018
Q3 		$469K Sell
2,090
-137
-6% -$31.9K 0.05% 160
2018
Q2 		$491K Buy
2,227
+92
+4% +$21.9K 0.05% 154
2018
Q1 		$538K Sell
2,135
-475
-18% -$124K 0.06% 127
2017
Q4 		$665K Buy
2,610
+500
+24% +$123K 0.07% 114
2017
Q3 		$500K Sell
2,110
-1,499
-42% -$338K 0.06% 137
2017
Q2 		$801K Buy
3,609
+364
+11% +$80.9K 0.09% 98
2017
Q1 		$745K Buy
3,245
+1,572
+94% +$380K 0.09% 105
2016
Q4 		$401K Buy
1,673
+1,330
+388% +$270K 0.05% 137
2016
Q3 		$55K Buy
343
+1
+0.3% +$163 0.01% 327
2016
Q2 		$51K Buy
342
+2
+0.6% +$312 0.01% 341
2016
Q1 		$53K Sell
340
-14
-4% -$2.17K 0.01% 316
2015
Q4 		$64K Buy
354
+1
+0.3% +$186 0.01% 262
2015
Q3 		$61K Buy
353
+2
+0.6% +$392 0.01% 268
2015
Q2 		$73K Buy
351
+1
+0.3% +$204 0.01% 254
2015
Q1 		$66K Buy
350
+1
+0.3% +$186 0.01% 254
2014
Q4 		$68K Buy
349
+51
+17% +$9.59K 0.01% 237
2014
Q3 		$55K Sell
298
-134
-31% -$23.5K 0.01% 246
2014
Q2 		$72K Buy
432
+1
+0.2% +$161 0.02% 233
2014
Q1 		$71K Buy
431
+1
+0.2% +$168 0.02% 223
2013
Q4 		$76K Buy
430
+101
+31% +$16.7K 0.02% 207
2013
Q3 		$52K Hold
329
– – 0.01% 228
2013
Q2 		$50K Buy
+329
New +$50.2K 0.01% 231

Other funds holding GS

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MYCIO Wealth Partners's GS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Goldman Sachs (GS) in Q1 2020, closing a stake of 1,949 shares — an estimated $448K sold.

MYCIO Wealth Partners first reported a position in GS in Q2 2013 and held it in 27 quarters. The position peaked at $801K in Q2 2017. 1,262 funds tracked by Wall St. Rank hold GS as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Goldman Sachs position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,949 Goldman Sachs shares in Q1 2020, an estimated $448K.
  • MYCIO Wealth Partners first reported a position in Goldman Sachs in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Goldman Sachs position peaked at $801K in Q2 2017.
  • 1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.