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Taylor Wealth Management Partners’s Goldman Sachs GS Stock Holding History

Taylor Wealth Management 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
Q3 		– Sell
-80
Closed -$18K – 138
2018
Q2 		$18K Sell
80
-15
-16% -$3.58K 0.01% 95
2018
Q1 		$24K Sell
95
-275
-74% -$71.6K 0.01% 85
2017
Q4 		$94K Buy
+370
New +$90.8K 0.04% 84

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Taylor Wealth Management Partners's GS Position: Q3 2018 in Review

Taylor Wealth Management Partners sold out of Goldman Sachs (GS) in Q3 2018, closing a stake of 80 shares — an estimated $18K sold.

Taylor Wealth Management Partners first reported a position in GS in Q4 2017 and held it in 3 quarters. The position peaked at $94K in Q4 2017. 1,318 funds tracked by Wall St. Rank hold GS as of Q3 2018.

  • Taylor Wealth Management Partners reported no remaining Goldman Sachs position as of Q3 2018 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 80 Goldman Sachs shares in Q3 2018, an estimated $18K.
  • Taylor Wealth Management Partners first reported a position in Goldman Sachs in Q4 2017 and held it in 3 quarters.
  • Taylor Wealth Management Partners's Goldman Sachs position peaked at $94K in Q4 2017.
  • 1,318 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2018, filed 23 Oct 2018.