New Vernon Investment Management’s Goldman Sachs GS Stock Holding History

New Vernon Investment 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 Q3	–	Sell	-2,144	Closed	-$476K	–	49
2017 Q2	$476K	Hold	2,144	–	–	0.6%	44
2017 Q1	$493K	Sell	2,144 -1,057	-33%	-$255K	0.64%	42
2016 Q4	$766K	Hold	3,201	–	–	1.07%	25
2016 Q3	$516K	Sell	3,201 -1,601	-33%	-$260K	0.54%	42
2016 Q2	$713K	Sell	4,802 -712	-13%	-$111K	0.62%	47
2016 Q1	$866K	Sell	5,514 -2,145	-28%	-$332K	0.74%	45
2015 Q4	$1.38M	Hold	7,659	–	–	1.05%	38
2015 Q3	$1.33M	Hold	7,659	–	–	1.05%	37
2015 Q2	$1.6M	Sell	7,659 -957	-11%	-$195K	1.09%	30
2015 Q1	$1.62M	Hold	8,616	–	–	1.11%	38
2014 Q4	$1.67M	Buy	+8,616	New	+$1.62M	1.13%	44
2013 Q4	–	Sell	-14,000	Closed	-$2.21M	–	38
2013 Q3	$2.21M	Hold	14,000	–	–	2.69%	17
2013 Q2	$2.12M	Buy	+14,000	New	+$2.14M	2.5%	18

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New Vernon Investment Management's GS Position: Q3 2017 in Review

New Vernon Investment Management sold out of Goldman Sachs (GS) in Q3 2017, closing a stake of 2,144 shares — an estimated $476K sold.

New Vernon Investment Management first reported a position in GS in Q2 2013 and held it in 13 quarters. The position peaked at $2.21M in Q3 2013. 1,195 funds tracked by Wall St. Rank hold GS as of Q3 2017.

New Vernon Investment Management reported no remaining Goldman Sachs position as of Q3 2017 after selling out during the quarter.
New Vernon Investment Management sold 2,144 Goldman Sachs shares in Q3 2017, an estimated $476K.
New Vernon Investment Management first reported a position in Goldman Sachs in Q2 2013 and held it in 13 quarters.
New Vernon Investment Management's Goldman Sachs position peaked at $2.21M in Q3 2013.
1,195 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2017.

Based on New Vernon Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.