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GS.PRI.CL

WealthPLAN Partners’s The Goldman Sachs Group, Inc. GS.PRI.CL Stock Holding History

WealthPLAN Partners’s Portfolio GS.PRI.CL Stock Details GS.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,174
Closed -$56.9K – 1122
2016
Q2 		$56.9K Buy
+2,174
New +$56.2K 0.01% 848
2015
Q4 		$9.43K Buy
+360
New +$9.2K ﹤0.01% 1168

Other funds holding GS.PRI.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return

WealthPLAN Partners's GS.PRI.CL Position: Q3 2016 in Review

WealthPLAN Partners sold out of The Goldman Sachs Group, Inc. (GS.PRI.CL) in Q3 2016, closing a stake of 2,174 shares — an estimated $56.9K sold.

WealthPLAN Partners first reported a position in GS.PRI.CL in Q4 2015 and held it in 2 quarters. The position peaked at $56.9K in Q2 2016. 7 funds tracked by Wall St. Rank hold GS.PRI.CL as of Q3 2016.

  • WealthPLAN Partners reported no remaining The Goldman Sachs Group, Inc. position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 2,174 The Goldman Sachs Group, Inc. shares in Q3 2016, an estimated $56.9K.
  • WealthPLAN Partners first reported a position in The Goldman Sachs Group, Inc. in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's The Goldman Sachs Group, Inc. position peaked at $56.9K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held The Goldman Sachs Group, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.