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Schaller Investment Group’s Goldman Sachs GS Stock Holding History

Schaller Investment Group’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
2014
Q2 		– Sell
-6,849
Closed -$1.12M – 45
2014
Q1 		$1.12M Sell
6,849
-2,150
-24% -$362K 0.68% 22
2013
Q4 		$1.59M Sell
8,999
-40
-0.4% -$6.6K 1.01% 17
2013
Q3 		$1.43M Hold
9,039
– – 1% 17
2013
Q2 		$1.37M Buy
+9,039
New +$1.38M 0.94% 22

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schaller Investment Group's GS Position: Q2 2014 in Review

Schaller Investment Group sold out of Goldman Sachs (GS) in Q2 2014, closing a stake of 6,849 shares — an estimated $1.12M sold.

Schaller Investment Group first reported a position in GS in Q2 2013 and held it in 4 quarters. The position peaked at $1.59M in Q4 2013. 933 funds tracked by Wall St. Rank hold GS as of Q2 2014.

  • Schaller Investment Group reported no remaining Goldman Sachs position as of Q2 2014 after selling out during the quarter.
  • Schaller Investment Group sold 6,849 Goldman Sachs shares in Q2 2014, an estimated $1.12M.
  • Schaller Investment Group first reported a position in Goldman Sachs in Q2 2013 and held it in 4 quarters.
  • Schaller Investment Group's Goldman Sachs position peaked at $1.59M in Q4 2013.
  • 933 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2014.

Based on Schaller Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.