WealthSource Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

WealthSource Partners’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-8,951	Closed	-$397K	–	298
2016 Q4	$397K	Sell	8,951 -2,309	-21%	-$101K	0.17%	126
2016 Q3	$491K	Buy	+11,260	New	+$492K	0.18%	118

Other funds holding GSLC

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners's GSLC Position: Q1 2017 in Review

WealthSource Partners sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q1 2017, closing a stake of 8,951 shares — an estimated $397K sold.

WealthSource Partners first reported a position in GSLC in Q3 2016 and held it in 2 quarters. The position peaked at $491K in Q3 2016. 94 funds tracked by Wall St. Rank hold GSLC as of Q1 2017.

WealthSource Partners reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q1 2017 after selling out during the quarter.
WealthSource Partners sold 8,951 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q1 2017, an estimated $397K.
WealthSource Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q3 2016 and held it in 2 quarters.
WealthSource Partners's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $491K in Q3 2016.
94 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q1 2017.

Based on WealthSource Partners's 13F filing for Q1 2017, filed 9 May 2017.