Smith Hayes Advisers’s Goldman Sachs GS Stock Holding History

Smith Hayes Advisers’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
2016 Q1	$1M	Buy	6,400 +708	+12%	+$109K	0.2%	131
2015 Q4	$1.03M	Buy	5,692 +751	+15%	+$140K	0.22%	128
2015 Q3	$859K	Buy	+4,941	New	+$969K	0.19%	140

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Smith Hayes Advisers's GS Position: Q1 2016 in Review

Smith Hayes Advisers increased its Goldman Sachs (GS) stake by 12% in Q1 2016, buying an estimated $109K and bringing the position to 6,400 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #131.

Smith Hayes Advisers first reported a position in GS in Q3 2015 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2015. 1,025 funds tracked by Wall St. Rank hold GS as of Q1 2016.

Smith Hayes Advisers held 6,400 shares of Goldman Sachs worth $1M as of Q1 2016.
Smith Hayes Advisers bought 708 Goldman Sachs shares in Q1 2016, an estimated $109K.
Goldman Sachs made up 0.2% of Smith Hayes Advisers's portfolio in Q1 2016, its #131 holding.
Smith Hayes Advisers first reported a position in Goldman Sachs in Q3 2015 and has held it in 3 quarters since.
Smith Hayes Advisers's Goldman Sachs position peaked at $1.03M in Q4 2015.
1,025 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.