SFA
GS icon

Spectrum Financial Alliance’s Goldman Sachs GS Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-51
Closed -$8K – 48
2018
Q4 		$8K Hold
51
– – 0.01% 70
2018
Q3 		$11K Sell
51
-19,687
-100% -$4.58M 0.01% 67
2018
Q2 		$4.35M Sell
19,738
-272
-1% -$64.9K 2.9% 12
2018
Q1 		$5.04M Buy
+20,010
New +$5.21M 3.3% 12

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Financial Alliance's GS Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Goldman Sachs (GS) in Q1 2019, closing a stake of 51 shares — an estimated $8K sold.

Spectrum Financial Alliance first reported a position in GS in Q1 2018 and held it in 4 quarters. The position peaked at $5.04M in Q1 2018. 1,288 funds tracked by Wall St. Rank hold GS as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Goldman Sachs position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 51 Goldman Sachs shares in Q1 2019, an estimated $8K.
  • Spectrum Financial Alliance first reported a position in Goldman Sachs in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Goldman Sachs position peaked at $5.04M in Q1 2018.
  • 1,288 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.