Torch Wealth Management’s Goldman Sachs GS Stock Holding History

Torch Wealth 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
2015 Q3	–	Sell	-1,020	Closed	-$213K	–	101
2015 Q2	$213K	Buy	+1,020	New	+$208K	0.15%	96
2014 Q2	–	Sell	-1,500	Closed	-$35K	–	267
2014 Q1	$35K	Hold	1,500	–	–	0.03%	182
2013 Q4	$32K	Buy	+1,500	New	+$247K	0.02%	168

Other funds holding GS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

Torch Wealth Management's GS Position: Q3 2015 in Review

Torch Wealth Management sold out of Goldman Sachs (GS) in Q3 2015, closing a stake of 1,020 shares — an estimated $213K sold.

Torch Wealth Management first reported a position in GS in Q4 2013 and held it in 3 quarters. The position peaked at $213K in Q2 2015. 1,015 funds tracked by Wall St. Rank hold GS as of Q3 2015.

Torch Wealth Management reported no remaining Goldman Sachs position as of Q3 2015 after selling out during the quarter.
Torch Wealth Management sold 1,020 Goldman Sachs shares in Q3 2015, an estimated $213K.
Torch Wealth Management first reported a position in Goldman Sachs in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Goldman Sachs position peaked at $213K in Q2 2015.
1,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2015.

Based on Torch Wealth Management's 13F filing for Q3 2015, filed 27 Oct 2015.