WP
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 $2.66B AUM 14.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return