WG
GS.PRI.CL

Welch Group’s The Goldman Sachs Group, Inc. GS.PRI.CL Stock Holding History

Welch Group’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
2017
Q1 		– Sell
-6,925
Closed -$175K – 141
2016
Q4 		$175K Hold
6,925
– – 0.03% 94
2016
Q3 		$179K Hold
6,925
– – 0.04% 96
2016
Q2 		$181K Sell
6,925
-1,368
-16% -$35.3K 0.04% 81
2016
Q1 		$214K Buy
8,293
+1,368
+20% +$35K 0.04% 103
2015
Q4 		$181K Hold
6,925
– – 0.03% 114
2015
Q3 		$173K Buy
+6,925
New +$173K 0.03% 112

Other funds holding GS.PRI.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Welch Group's GS.PRI.CL Position: Q1 2017 in Review

Welch Group sold out of The Goldman Sachs Group, Inc. (GS.PRI.CL) in Q1 2017, closing a stake of 6,925 shares — an estimated $175K sold.

Welch Group first reported a position in GS.PRI.CL in Q3 2015 and held it in 6 quarters. The position peaked at $214K in Q1 2016. 5 funds tracked by Wall St. Rank hold GS.PRI.CL as of Q1 2017.

  • Welch Group reported no remaining The Goldman Sachs Group, Inc. position as of Q1 2017 after selling out during the quarter.
  • Welch Group sold 6,925 The Goldman Sachs Group, Inc. shares in Q1 2017, an estimated $175K.
  • Welch Group first reported a position in The Goldman Sachs Group, Inc. in Q3 2015 and held it in 6 quarters.
  • Welch Group's The Goldman Sachs Group, Inc. position peaked at $214K in Q1 2016.
  • 5 funds tracked by Wall St. Rank held The Goldman Sachs Group, Inc. as of Q1 2017.

Based on Welch Group's 13F filing for Q1 2017, filed 2 May 2017.