SWS Partners’s Goldman Sachs GS Stock Holding History

SWS Partners’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
2018 Q1	–	Sell	-2	Closed	-$1K	–	395
2017 Q4	$1K	Buy	+2	New	+$491	﹤0.01%	381

Other funds holding GS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWS Partners's GS Position: Q1 2018 in Review

SWS Partners sold out of Goldman Sachs (GS) in Q1 2018, closing a stake of 2 shares — an estimated $1K sold.

SWS Partners first reported a position in GS in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 1,347 funds tracked by Wall St. Rank hold GS as of Q1 2018.

SWS Partners reported no remaining Goldman Sachs position as of Q1 2018 after selling out during the quarter.
SWS Partners sold 2 Goldman Sachs shares in Q1 2018, an estimated $1K.
SWS Partners first reported a position in Goldman Sachs in Q4 2017 and held it in 1 quarter.
SWS Partners's Goldman Sachs position peaked at $1K in Q4 2017.
1,347 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.