Stifel Trust’s Goldman Sachs GS Stock Holding History

Stifel Trust’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 Q3	$56K	Hold	300	–	–	0.01%	260
2014 Q2	$51K	Buy	300 +100	+50%	+$16.1K	0.01%	271
2014 Q1	$33K	Hold	200	–	–	0.01%	307
2013 Q4	$36K	Hold	200	–	–	0.01%	292
2013 Q3	$32K	Hold	200	–	–	0.01%	303
2013 Q2	$31K	Buy	+200	New	+$30.5K	0.01%	296

Other funds holding GS

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

BIT

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Trust's GS Position: Q3 2014 in Review

Stifel Trust held its Goldman Sachs (GS) position steady in Q3 2014 at 300 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #260.

Stifel Trust first reported a position in GS in Q2 2013 and has held it in 6 quarters since. 935 funds tracked by Wall St. Rank hold GS as of Q3 2014.

Stifel Trust held 300 shares of Goldman Sachs worth $56K as of Q3 2014.
Stifel Trust left its Goldman Sachs share count unchanged in Q3 2014.
Goldman Sachs made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #260 holding.
Stifel Trust first reported a position in Goldman Sachs in Q2 2013 and has held it in 6 quarters since.
935 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.