SHWM
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Smith & Howard Wealth Management’s Goldman Sachs GS Stock Holding History

Smith & Howard Wealth 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
2016
Q1 		– Sell
-1,149
Closed -$207K – 66
2015
Q4 		$207K Buy
+1,149
New +$214K 0.1% 60
2015
Q3 		– Sell
-1,649
Closed -$344K – 69
2015
Q2 		$344K Buy
1,649
+480
+41% +$97.8K 0.15% 38
2015
Q1 		$220K Buy
+1,169
New +$217K 0.1% 76
2014
Q1 		– Sell
-444
Closed -$79K – 109
2013
Q4 		$79K Buy
444
+1
+0.2% +$165 0.04% 96
2013
Q3 		$70K Buy
443
+375
+551% +$60.4K 0.04% 95
2013
Q2 		$10K Buy
+68
New +$10.4K 0.01% 179

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 $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return