SWP
GS.PRJ

Strategic Wealth Partners’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Strategic Wealth Partners’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,105
Closed -$271K – 173
2020
Q1 		$271K Hold
10,105
– – 0.14% 118
2019
Q4 		$271K Sell
10,105
-602
-6% -$16.1K 0.14% 118
2019
Q3 		$289 Buy
10,707
+767
+8% +$20.2K ﹤0.01% 234
2019
Q2 		$257K Sell
9,940
-3,406
-26% -$88.9K 0.12% 122
2019
Q1 		$349K Buy
13,346
+4,002
+43% +$102K 0.16% 120
2018
Q4 		$233K Buy
9,344
+8,594
+1,146% +$213K 0.12% 119
2018
Q3 		$19K Hold
750
– – 0.01% 358
2018
Q2 		$19K Hold
750
– – 0.01% 421
2018
Q1 		$20K Hold
750
– – 0.01% 362
2017
Q4 		$21K Buy
+750
New +$20.3K 0.01% 336

Other funds holding GS.PRJ

SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Strategic Wealth Partners's GS.PRJ Position: Q2 2020 in Review

Strategic Wealth Partners sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q2 2020, closing a stake of 10,105 shares — an estimated $271K sold.

Strategic Wealth Partners first reported a position in GS.PRJ in Q4 2017 and held it in 10 quarters. The position peaked at $349K in Q1 2019. 6 funds tracked by Wall St. Rank hold GS.PRJ as of Q2 2020.

  • Strategic Wealth Partners reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Partners sold 10,105 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q2 2020, an estimated $271K.
  • Strategic Wealth Partners first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q4 2017 and held it in 10 quarters.
  • Strategic Wealth Partners's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $349K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q2 2020.

Based on Strategic Wealth Partners's 13F filing for Q2 2020, filed 11 Aug 2020.