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US Financial Advisors’s Goldman Sachs GS Stock Holding History

US Financial 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
2016
Q1 		– Sell
-100
Closed -$18K – 528
2015
Q4 		$18K Hold
100
– – 0.02% 256
2015
Q3 		$17K Hold
100
– – 0.03% 225
2015
Q2 		$21K Hold
100
– – 0.02% 177
2015
Q1 		$19K Buy
+100
New +$18.6K 0.02% 198

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

US Financial Advisors's GS Position: Q1 2016 in Review

US Financial Advisors sold out of Goldman Sachs (GS) in Q1 2016, closing a stake of 100 shares — an estimated $18K sold.

US Financial Advisors first reported a position in GS in Q1 2015 and held it in 4 quarters. The position peaked at $21K in Q2 2015. 1,028 funds tracked by Wall St. Rank hold GS as of Q1 2016.

  • US Financial Advisors reported no remaining Goldman Sachs position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 100 Goldman Sachs shares in Q1 2016, an estimated $18K.
  • US Financial Advisors first reported a position in Goldman Sachs in Q1 2015 and held it in 4 quarters.
  • US Financial Advisors's Goldman Sachs position peaked at $21K in Q2 2015.
  • 1,028 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.