MWP
GS.PRJ

MYCIO Wealth Partners’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

MYCIO Wealth Partners’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-231
Closed -$6K – 1194
2016
Q2 		$6K Buy
231
+105
+83% +$2.68K ﹤0.01% 650
2016
Q1 		$3K Buy
+126
New +$3.13K ﹤0.01% 683
2015
Q4 		– Sell
-794
Closed -$19K – 960
2015
Q3 		$19K Buy
+794
New +$19.6K ﹤0.01% 462

Other funds holding GS.PRJ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GJIC
Gamble Jones Investment Counsel Pasadena, California $1.33B AUM 11.55% 1-Year Est. Return

MYCIO Wealth Partners's GS.PRJ Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q3 2016, closing a stake of 231 shares — an estimated $6K sold.

MYCIO Wealth Partners first reported a position in GS.PRJ in Q3 2015 and held it in 3 quarters. The position peaked at $19K in Q3 2015. 7 funds tracked by Wall St. Rank hold GS.PRJ as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 231 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q3 2016, an estimated $6K.
  • MYCIO Wealth Partners first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q3 2015 and held it in 3 quarters.
  • MYCIO Wealth Partners's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $19K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.