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Shamrock Asset Management’s Goldman Sachs GS Stock Holding History

Shamrock Asset 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
Q3 		– Sell
-15
Closed -$3K – 282
2017
Q2 		$3K Hold
15
– – ﹤0.01% 269
2017
Q1 		$3K Buy
+15
New +$3.62K ﹤0.01% 256
2014
Q2 		– Sell
-120
Closed -$20K – 289
2014
Q1 		$20K Buy
+120
New +$20.2K 0.01% 213

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Shamrock Asset Management's GS Position: Q3 2017 in Review

Shamrock Asset Management sold out of Goldman Sachs (GS) in Q3 2017, closing a stake of 15 shares — an estimated $3K sold.

Shamrock Asset Management first reported a position in GS in Q1 2014 and held it in 3 quarters. The position peaked at $20K in Q1 2014. 1,196 funds tracked by Wall St. Rank hold GS as of Q3 2017.

  • Shamrock Asset Management reported no remaining Goldman Sachs position as of Q3 2017 after selling out during the quarter.
  • Shamrock Asset Management sold 15 Goldman Sachs shares in Q3 2017, an estimated $3K.
  • Shamrock Asset Management first reported a position in Goldman Sachs in Q1 2014 and held it in 3 quarters.
  • Shamrock Asset Management's Goldman Sachs position peaked at $20K in Q1 2014.
  • 1,196 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2017.

Based on Shamrock Asset Management's 13F filing for Q3 2017, filed 9 Nov 2017.