Wellesley Investment Partners’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History

Wellesley Investment Partners’s Portfolio GSLC Stock Details GSLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,850	Closed	-$343K	–	111
2019 Q2	$343K	Hold	5,850	–	–	0.12%	83
2019 Q1	$332K	Hold	5,850	–	–	0.11%	86
2018 Q4	$294K	Hold	5,850	–	–	0.1%	95
2018 Q3	$343K	Hold	5,850	–	–	0.11%	94
2018 Q2	$320K	Hold	5,850	–	–	0.11%	94
2018 Q1	$312K	Hold	5,850	–	–	0.11%	94
2017 Q4	$312K	Hold	5,850	–	–	0.12%	94
2017 Q3	$292K	Hold	5,850	–	–	0.12%	94
2017 Q2	$281K	Buy	+5,850	New	+$279K	0.12%	91

Other funds holding GSLC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wellesley Investment Partners's GSLC Position: Q3 2019 in Review

Wellesley Investment Partners sold out of Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) in Q3 2019, closing a stake of 5,850 shares — an estimated $343K sold.

Wellesley Investment Partners first reported a position in GSLC in Q2 2017 and held it in 9 quarters. The position peaked at $343K in Q2 2019. 203 funds tracked by Wall St. Rank hold GSLC as of Q3 2019.

Wellesley Investment Partners reported no remaining Goldman Sachs ActiveBeta US Large Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
Wellesley Investment Partners sold 5,850 Goldman Sachs ActiveBeta US Large Cap Equity ETF shares in Q3 2019, an estimated $343K.
Wellesley Investment Partners first reported a position in Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2017 and held it in 9 quarters.
Wellesley Investment Partners's Goldman Sachs ActiveBeta US Large Cap Equity ETF position peaked at $343K in Q2 2019.
203 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta US Large Cap Equity ETF as of Q3 2019.

Based on Wellesley Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.