Stratton Management’s Goldman Sachs GS Stock Holding History

Stratton 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
2014 Q1	–	Sell	-1,150	Closed	-$204K	–	340
2013 Q4	$204K	Buy	+1,150	New	+$190K	0.01%	336

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BIT

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stratton Management's GS Position: Q1 2014 in Review

Stratton Management sold out of Goldman Sachs (GS) in Q1 2014, closing a stake of 1,150 shares — an estimated $204K sold.

Stratton Management first reported a position in GS in Q4 2013 and held it in 1 quarter. The position peaked at $204K in Q4 2013. 949 funds tracked by Wall St. Rank hold GS as of Q1 2014.

Stratton Management reported no remaining Goldman Sachs position as of Q1 2014 after selling out during the quarter.
Stratton Management sold 1,150 Goldman Sachs shares in Q1 2014, an estimated $204K.
Stratton Management first reported a position in Goldman Sachs in Q4 2013 and held it in 1 quarter.
Stratton Management's Goldman Sachs position peaked at $204K in Q4 2013.
949 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2014.

Based on Stratton Management's 13F filing for Q1 2014, filed 13 May 2014.