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Stevens First Principles Investment Advisors’s Goldman Sachs GS Stock Holding History

Stevens First Principles Investment Advisors’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
2014
Q4 		– Sell
-700
Closed -$128K – 228
2014
Q3 		$128K Sell
700
-300
-30% -$52.7K 0.07% 103
2014
Q2 		$167K Buy
1,000
+200
+25% +$32.3K 0.09% 93
2014
Q1 		$13K Buy
+800
New +$135K 0.01% 168

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Stevens First Principles Investment Advisors's GS Position: Q4 2014 in Review

Stevens First Principles Investment Advisors sold out of Goldman Sachs (GS) in Q4 2014, closing a stake of 700 shares — an estimated $128K sold.

Stevens First Principles Investment Advisors first reported a position in GS in Q1 2014 and held it in 3 quarters. The position peaked at $167K in Q2 2014. 997 funds tracked by Wall St. Rank hold GS as of Q4 2014.

  • Stevens First Principles Investment Advisors reported no remaining Goldman Sachs position as of Q4 2014 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 700 Goldman Sachs shares in Q4 2014, an estimated $128K.
  • Stevens First Principles Investment Advisors first reported a position in Goldman Sachs in Q1 2014 and held it in 3 quarters.
  • Stevens First Principles Investment Advisors's Goldman Sachs position peaked at $167K in Q2 2014.
  • 997 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.