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Watermark Asset Management’s Goldman Sachs GS Stock Holding History

Watermark Asset 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
2018
Q4 		$6K Buy
+35
New +$7.06K ﹤0.01% 193
2017
Q3 		– Sell
-14
Closed -$3K – 250
2017
Q2 		$3K Hold
14
– – ﹤0.01% 202
2017
Q1 		$3K Buy
+14
New +$3.38K ﹤0.01% 199

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Watermark Asset Management's GS Position: Q4 2018 in Review

Watermark Asset Management opened a new position in Goldman Sachs (GS) in Q4 2018: 35 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Watermark Asset Management previously reported a position in GS as recently as Q2 2017.

Watermark Asset Management first reported a position in GS in Q1 2017 and has held it in 3 quarters since. 1,261 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Watermark Asset Management held 35 shares of Goldman Sachs worth $6K as of Q4 2018.
  • Goldman Sachs was a new Watermark Asset Management position in Q4 2018.
  • Goldman Sachs made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #193 holding.
  • Watermark Asset Management first reported a position in Goldman Sachs in Q1 2017 and has held it in 3 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.