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Patriot Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Patriot Wealth Management’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$2.72M Buy
27,180
+5,495
+25% +$550K 0.4% 60
2018
Q3 		$2.17M Buy
+21,685
New +$2.17M 0.27% 62

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Patriot Wealth Management's GBIL Position: Q4 2018 in Review

Patriot Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 25% in Q4 2018, buying an estimated $550K and bringing the position to 27,180 shares worth $2.72M. The position accounts for 0.4% of the portfolio, ranked #60.

Patriot Wealth Management first reported a position in GBIL in Q3 2018 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold GBIL as of Q4 2018.

  • Patriot Wealth Management held 27,180 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.72M as of Q4 2018.
  • Patriot Wealth Management bought 5,495 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2018, an estimated $550K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.4% of Patriot Wealth Management's portfolio in Q4 2018, its #60 holding.
  • Patriot Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2018 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.