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Shepherd Kaplan Krochuk’s Goldman Sachs GS Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q3 		– Sell
-1,023
Closed -$214K – 415
2015
Q2 		$214K Buy
+1,023
New +$208K 0.04% 291
2013
Q3 		– Sell
-1,699
Closed -$257K – 612
2013
Q2 		$257K Buy
+1,699
New +$259K 0.05% 343

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Shepherd Kaplan Krochuk's GS Position: Q3 2015 in Review

Shepherd Kaplan Krochuk sold out of Goldman Sachs (GS) in Q3 2015, closing a stake of 1,023 shares — an estimated $214K sold.

Shepherd Kaplan Krochuk first reported a position in GS in Q2 2013 and held it in 2 quarters. The position peaked at $257K in Q2 2013. 1,015 funds tracked by Wall St. Rank hold GS as of Q3 2015.

  • Shepherd Kaplan Krochuk reported no remaining Goldman Sachs position as of Q3 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,023 Goldman Sachs shares in Q3 2015, an estimated $214K.
  • Shepherd Kaplan Krochuk first reported a position in Goldman Sachs in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Goldman Sachs position peaked at $257K in Q2 2013.
  • 1,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2015, filed 16 Nov 2015.