WCA
GS icon

Waratah Capital Advisors’s Goldman Sachs GS Stock Holding History

Waratah Capital 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
2017
Q1 		– Sell
-2,690
Closed -$644K – 177
2016
Q4 		$644K Buy
+2,690
New +$546K 0.1% 100

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Waratah Capital Advisors's GS Position: Q1 2017 in Review

Waratah Capital Advisors sold out of Goldman Sachs (GS) in Q1 2017, closing a stake of 2,690 shares — an estimated $644K sold.

Waratah Capital Advisors first reported a position in GS in Q4 2016 and held it in 1 quarter. The position peaked at $644K in Q4 2016. 1,210 funds tracked by Wall St. Rank hold GS as of Q1 2017.

  • Waratah Capital Advisors reported no remaining Goldman Sachs position as of Q1 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 2,690 Goldman Sachs shares in Q1 2017, an estimated $644K.
  • Waratah Capital Advisors first reported a position in Goldman Sachs in Q4 2016 and held it in 1 quarter.
  • Waratah Capital Advisors's Goldman Sachs position peaked at $644K in Q4 2016.
  • 1,210 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2017.

Based on Waratah Capital Advisors's 13F filing for Q1 2017, filed 11 May 2017.