Wellesley Investment Partners’s Goldman Sachs GS Stock Holding History

Wellesley Investment 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
2018 Q4	–	Sell	-4,331	Closed	-$971K	–	123
2018 Q3	$971K	Buy	4,331 +354	+9%	+$82.3K	0.32%	56
2018 Q2	$877K	Sell	3,977 -21	-0.5%	-$5.01K	0.3%	59
2018 Q1	$1.01M	Buy	3,998 +278	+7%	+$72.4K	0.36%	50
2017 Q4	$947K	Buy	3,720 +504	+16%	+$124K	0.36%	52
2017 Q3	$762K	Sell	3,216 -107	-3%	-$24.1K	0.31%	59
2017 Q2	$737K	Buy	3,323 +313	+10%	+$69.5K	0.31%	64
2017 Q1	$691K	Sell	3,010 -195	-6%	-$47.1K	0.31%	64
2016 Q4	$767K	Buy	3,205 +752	+31%	+$153K	0.37%	49
2016 Q3	$395K	Buy	+2,453	New	+$399K	0.2%	71

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

Wellesley Investment Partners's GS Position: Q4 2018 in Review

Wellesley Investment Partners sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 4,331 shares — an estimated $971K sold.

Wellesley Investment Partners first reported a position in GS in Q3 2016 and held it in 9 quarters. The position peaked at $1.01M in Q1 2018. 1,262 funds tracked by Wall St. Rank hold GS as of Q4 2018.

Wellesley Investment Partners reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
Wellesley Investment Partners sold 4,331 Goldman Sachs shares in Q4 2018, an estimated $971K.
Wellesley Investment Partners first reported a position in Goldman Sachs in Q3 2016 and held it in 9 quarters.
Wellesley Investment Partners's Goldman Sachs position peaked at $1.01M in Q1 2018.
1,262 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Wellesley Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.