WA
GS icon

WFG Advisors’s Goldman Sachs GS Stock Holding History

WFG Advisors’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
Q2 		$912K Buy
4,109
+362
+10% +$80.4K 0.21% 116
2017
Q1 		$861K Sell
3,747
-209
-5% -$50.5K 0.23% 103
2016
Q4 		$947K Buy
3,956
+33
+0.8% +$6.7K 0.23% 107
2016
Q3 		$633K Buy
3,923
+2
+0.1% +$325 0.16% 153
2016
Q2 		$583K Buy
3,921
+785
+25% +$122K 0.16% 155
2016
Q1 		$492K Buy
3,136
+2,785
+793% +$431K 0.14% 165
2015
Q4 		$63K Hold
351
– – 0.02% 596
2015
Q3 		$61K Sell
351
-144
-29% -$28.2K 0.02% 584
2015
Q2 		$103K Hold
495
– – 0.03% 520
2015
Q1 		$93K Sell
495
-562
-53% -$105K 0.03% 552
2014
Q4 		$205K Hold
1,057
– – 0.04% 419
2014
Q3 		$194K Buy
1,057
+1
+0.1% +$176 0.04% 457
2014
Q2 		$177K Sell
1,056
-100
-9% -$16.1K 0.03% 477
2014
Q1 		$189K Buy
1,156
+65
+6% +$10.9K 0.04% 447
2013
Q4 		$193K Sell
1,091
-93
-8% -$15.3K 0.03% 523
2013
Q3 		$187K Buy
1,184
+219
+23% +$35.3K 0.03% 508
2013
Q2 		$146K Buy
+965
New +$147K 0.02% 547

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WFG Advisors's GS Position: Q2 2017 in Review

WFG Advisors increased its Goldman Sachs (GS) stake by 9.7% in Q2 2017, buying an estimated $80.4K and bringing the position to 4,109 shares worth $912K. The position accounts for 0.21% of the portfolio, ranked #116.

WFG Advisors first reported a position in GS in Q2 2013 and has held it in 17 quarters since. The position peaked at $947K in Q4 2016. 1,194 funds tracked by Wall St. Rank hold GS as of Q2 2017.

  • WFG Advisors held 4,109 shares of Goldman Sachs worth $912K as of Q2 2017.
  • WFG Advisors bought 362 Goldman Sachs shares in Q2 2017, an estimated $80.4K.
  • Goldman Sachs made up 0.21% of WFG Advisors's portfolio in Q2 2017, its #116 holding.
  • WFG Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Goldman Sachs position peaked at $947K in Q4 2016.
  • 1,194 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.