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Welch Capital Partners’s Goldman Sachs GS Stock Holding History

Welch Capital Partners’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
2017
Q4 		– Sell
-6,774
Closed -$1.61M – 42
2017
Q3 		$1.61M Buy
+6,774
New +$1.53M 0.54% 40
2017
Q1 		– Sell
-8,430
Closed -$2.02M – 41
2016
Q4 		$2.02M Sell
8,430
-52,518
-86% -$10.7M 0.68% 37
2016
Q3 		$9.83M Sell
60,948
-10,793
-15% -$1.75M 3.2% 11
2016
Q2 		$10.7M Buy
71,741
+5,089
+8% +$794K 3.84% 10
2016
Q1 		$10.5M Buy
66,652
+227
+0.3% +$35.1K 3.83% 11
2015
Q4 		$12M Buy
66,425
+27,690
+71% +$5.15M 4.04% 11
2015
Q3 		$6.73M Buy
38,735
+61
+0.2% +$12K 2.29% 24
2015
Q2 		$8.07M Sell
38,674
-965
-2% -$197K 2.41% 20
2015
Q1 		$7.45M Sell
39,639
-27
-0.1% -$5.02K 2.42% 20
2014
Q4 		$7.69M Buy
39,666
+286
+0.7% +$53.8K 2.43% 22
2014
Q3 		$7.23M Sell
39,380
-10
-0% -$1.76K 2.38% 21
2014
Q2 		$6.59M Sell
39,390
-19,863
-34% -$3.21M 2.32% 22
2014
Q1 		$9.71M Buy
59,253
+590
+1% +$99.2K 3.46% 15
2013
Q4 		$10.4M Buy
58,663
+120
+0.2% +$19.8K 3.48% 15
2013
Q3 		$9.26M Buy
58,543
+10
+0% +$1.61K 3.17% 16
2013
Q2 		$8.85M Buy
+58,533
New +$8.93M 3.1% 17

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Welch Capital Partners's GS Position: Q4 2017 in Review

Welch Capital Partners sold out of Goldman Sachs (GS) in Q4 2017, closing a stake of 6,774 shares — an estimated $1.61M sold.

Welch Capital Partners first reported a position in GS in Q2 2013 and held it in 16 quarters. The position peaked at $12M in Q4 2015. 1,292 funds tracked by Wall St. Rank hold GS as of Q4 2017.

  • Welch Capital Partners reported no remaining Goldman Sachs position as of Q4 2017 after selling out during the quarter.
  • Welch Capital Partners sold 6,774 Goldman Sachs shares in Q4 2017, an estimated $1.61M.
  • Welch Capital Partners first reported a position in Goldman Sachs in Q2 2013 and held it in 16 quarters.
  • Welch Capital Partners's Goldman Sachs position peaked at $12M in Q4 2015.
  • 1,292 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2017.

Based on Welch Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.