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Wealthspire Advisors (Maryland)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,030
Closed -$137K – 1082
2019
Q1 		$137K Buy
+3,030
New +$132K 0.01% 540

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ACP
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WMG
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Bank of America
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
FA
FMA Advisory Harrisburg, Pennsylvania $268M AUM 30.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GSEW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2019, closing a stake of 3,030 shares — an estimated $137K sold.

Wealthspire Advisors (Maryland) first reported a position in GSEW in Q1 2019 and held it in 1 quarter. The position peaked at $137K in Q1 2019. 28 funds tracked by Wall St. Rank hold GSEW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,030 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q2 2019, an estimated $137K.
  • Wealthspire Advisors (Maryland) first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $137K in Q1 2019.
  • 28 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.