O'Brien Wealth Partners’s Goldman Sachs GS Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-25	Closed	-$6K	–	119
2018 Q3	$6K	Buy	+25	New	+$5.82K	﹤0.01%	151

Other funds holding GS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's GS Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 25 shares — an estimated $6K sold.

O'Brien Wealth Partners first reported a position in GS in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 1,262 funds tracked by Wall St. Rank hold GS as of Q4 2018.

O'Brien Wealth Partners reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 25 Goldman Sachs shares in Q4 2018, an estimated $6K.
O'Brien Wealth Partners first reported a position in Goldman Sachs in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Goldman Sachs position peaked at $6K in Q3 2018.
1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.