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

Sequoia 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
2019 Q4	$2M	Sell	31,010 -23,756	-43%	-$1.47M	15.54%	1
2019 Q3	$3.31M	Buy	54,766 +32,066	+141%	+$1.91M	6.75%	2
2019 Q2	$1.36M	Sell	22,700 -29,438	-56%	-$1.7M	1.29%	17
2019 Q1	$2.96M	Sell	52,138 -8,078	-13%	-$442K	2.4%	8
2018 Q4	$3.03M	Sell	60,216 -750	-1%	-$40.7K	3%	8
2018 Q3	$3.58M	Buy	60,966 +1,423	+2%	+$81.9K	3.08%	8
2018 Q2	$3.27M	Buy	59,543 +111	+0.2%	+$6.06K	3.47%	8
2018 Q1	$3.17M	Sell	59,432 -22,367	-27%	-$1.23M	3.07%	9
2017 Q4	$4.47M	Buy	+81,799	New	+$4.24M	4.04%	7

Other funds holding GSLC

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USAA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Sequoia Wealth Management's GSLC Position: Q4 2019 in Review

Sequoia Wealth Management reduced its Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) stake by 43% in Q4 2019, selling an estimated $1.47M and leaving 31,010 shares worth $2M. The position accounts for 15.54% of the portfolio, ranked #1.

Sequoia Wealth Management first reported a position in GSLC in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.47M in Q4 2017. 237 funds tracked by Wall St. Rank hold GSLC as of Q4 2019.

Sequoia Wealth Management held 31,010 shares of Goldman Sachs ActiveBeta US Large Cap Equity ETF worth $2M as of Q4 2019.
Sequoia Wealth Management sold 23,756 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q4 2019, an estimated $1.47M.
Goldman Sachs ActiveBeta US Large Cap Equity ETF made up 15.54% of Sequoia Wealth Management's portfolio in Q4 2019, its #1 holding.
Sequoia Wealth Management first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $4.47M in Q4 2017.
237 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.