Parasol Investment Management’s Goldman Sachs GS Stock Holding History

Parasol 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 Q1	–	Sell	-300	Closed	-$72K	–	110
2016 Q4	$72K	Hold	300	–	–	0.08%	88
2016 Q3	$48K	Hold	300	–	–	0.05%	97
2016 Q2	$45K	Hold	300	–	–	0.05%	96
2016 Q1	$47K	Hold	300	–	–	0.05%	89
2015 Q4	$54K	Hold	300	–	–	0.05%	84
2015 Q3	$52K	Sell	300 -23	-7%	-$4.51K	0.05%	88
2015 Q2	$67K	Hold	323	–	–	0.05%	96
2015 Q1	$61K	Hold	323	–	–	0.04%	93
2014 Q4	$63K	Hold	323	–	–	0.04%	97
2014 Q3	$59K	Hold	323	–	–	0.04%	94
2014 Q2	$54K	Hold	323	–	–	0.04%	107
2014 Q1	$53K	Hold	323	–	–	0.04%	83
2013 Q4	$57K	Buy	+323	New	+$53.3K	0.04%	75

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Parasol Investment Management's GS Position: Q1 2017 in Review

Parasol Investment Management sold out of Goldman Sachs (GS) in Q1 2017, closing a stake of 300 shares — an estimated $72K sold.

Parasol Investment Management first reported a position in GS in Q4 2013 and held it in 13 quarters. The position peaked at $72K in Q4 2016. 1,210 funds tracked by Wall St. Rank hold GS as of Q1 2017.

Parasol Investment Management reported no remaining Goldman Sachs position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 300 Goldman Sachs shares in Q1 2017, an estimated $72K.
Parasol Investment Management first reported a position in Goldman Sachs in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's Goldman Sachs position peaked at $72K in Q4 2016.
1,210 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.