Oak Point Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Oak Point Wealth Management’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.56M	Buy	29,863 +11,496	+63%	+$631K	1.59%	19
2017 Q4	$982K	Buy	+18,367	New	+$953K	0.97%	33

Other funds holding GSLC

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oak Point Wealth Management's GSLC Position: Q1 2018 in Review

Oak Point Wealth Management increased its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 63% in Q1 2018, buying an estimated $631K and bringing the position to 29,863 shares worth $1.56M. The position accounts for 1.59% of the portfolio, ranked #19.

Oak Point Wealth Management first reported a position in GSLC in Q4 2017 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold GSLC as of Q1 2018.

Oak Point Wealth Management held 29,863 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $1.56M as of Q1 2018.
Oak Point Wealth Management bought 11,496 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2018, an estimated $631K.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 1.59% of Oak Point Wealth Management's portfolio in Q1 2018, its #19 holding.
Oak Point Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2017 and has held it in 2 quarters since.
141 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.