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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return