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Tillar-Wenstrup Advisors’s Goldman Sachs GS Stock Holding History

Tillar-Wenstrup Advisors’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
Q4 		– Sell
-12,139
Closed -$2.23M – 40
2014
Q3 		$2.23M Sell
12,139
-324
-3% -$56.9K 2.06% 25
2014
Q2 		$2.09M Buy
12,463
+148
+1% +$23.9K 1.67% 32
2014
Q1 		$2.02M Buy
12,315
+1,100
+10% +$185K 1.83% 31
2013
Q4 		$1.99M Buy
+11,215
New +$1.85M 2.05% 28

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Tillar-Wenstrup Advisors's GS Position: Q4 2014 in Review

Tillar-Wenstrup Advisors sold out of Goldman Sachs (GS) in Q4 2014, closing a stake of 12,139 shares — an estimated $2.23M sold.

Tillar-Wenstrup Advisors first reported a position in GS in Q4 2013 and held it in 4 quarters. The position peaked at $2.23M in Q3 2014. 996 funds tracked by Wall St. Rank hold GS as of Q4 2014.

  • Tillar-Wenstrup Advisors reported no remaining Goldman Sachs position as of Q4 2014 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 12,139 Goldman Sachs shares in Q4 2014, an estimated $2.23M.
  • Tillar-Wenstrup Advisors first reported a position in Goldman Sachs in Q4 2013 and held it in 4 quarters.
  • Tillar-Wenstrup Advisors's Goldman Sachs position peaked at $2.23M in Q3 2014.
  • 996 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2014, filed 30 Jan 2015.