WealthTrust-Arizona’s Goldman Sachs GS Stock Holding History

WealthTrust-Arizona’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	$75K	Hold	449	–	–	0.04%	115
2018 Q3	$101K	Buy	449 +37	+9%	+$8.61K	0.05%	102
2018 Q2	$91K	Sell	412 -18	-4%	-$4.29K	0.05%	100
2018 Q1	$108K	Sell	430 -45	-9%	-$11.7K	0.06%	92
2017 Q4	$121K	Hold	475	–	–	0.06%	92
2017 Q3	$113K	Buy	475 +6	+1%	+$1.35K	0.06%	89
2017 Q2	$104K	Buy	469 +231	+97%	+$51.3K	0.05%	89
2017 Q1	$55K	Sell	238 -16	-6%	-$3.86K	0.03%	144
2016 Q4	$61K	Sell	254 -104	-29%	-$21.1K	0.04%	134
2016 Q3	$58K	Sell	358 -155	-30%	-$25.2K	0.03%	130
2016 Q2	$76K	Sell	513 -20	-4%	-$3.12K	0.05%	108
2016 Q1	$84K	Buy	533 +451	+550%	+$69.7K	0.05%	100
2015 Q4	$15K	Hold	82	–	–	0.01%	316
2015 Q3	$14K	Buy	82 +24	+41%	+$4.71K	0.01%	328
2015 Q2	$12K	Hold	58	–	–	0.01%	368
2015 Q1	$11K	Hold	58	–	–	0.01%	390
2014 Q4	$11K	Sell	58 -1	-2%	-$188	0.01%	383
2014 Q3	$11K	Hold	59	–	–	0.01%	400
2014 Q2	$10K	Sell	59 -6	-9%	-$968	0.01%	407
2014 Q1	$11K	Hold	65	–	–	0.01%	411
2013 Q4	$12K	Sell	65 -4	-6%	-$660	0.01%	373
2013 Q3	$11K	Hold	69	–	–	0.01%	342
2013 Q2	$10K	Buy	+69	New	+$10.5K	0.01%	336

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthTrust-Arizona's GS Position: Q4 2018 in Review

WealthTrust-Arizona held its Goldman Sachs (GS) position steady in Q4 2018 at 449 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #115.

WealthTrust-Arizona first reported a position in GS in Q2 2013 and has held it in 23 quarters since. The position peaked at $121K in Q4 2017. 1,262 funds tracked by Wall St. Rank hold GS as of Q4 2018.

WealthTrust-Arizona held 449 shares of Goldman Sachs worth $75K as of Q4 2018.
WealthTrust-Arizona left its Goldman Sachs share count unchanged in Q4 2018.
Goldman Sachs made up 0.04% of WealthTrust-Arizona's portfolio in Q4 2018, its #115 holding.
WealthTrust-Arizona first reported a position in Goldman Sachs in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Goldman Sachs position peaked at $121K in Q4 2017.
1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.