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Whitnell & Co’s Goldman Sachs GS Stock Holding History

Whitnell & Co’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
2015
Q2 		– Sell
-34
Closed -$6K – 249
2015
Q1 		$6K Hold
34
– – ﹤0.01% 234
2014
Q4 		$7K Hold
34
– – ﹤0.01% 244
2014
Q3 		$6K Hold
34
– – ﹤0.01% 244
2014
Q2 		$6K Buy
+34
New +$5.49K ﹤0.01% 250

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whitnell & Co's GS Position: Q2 2015 in Review

Whitnell & Co sold out of Goldman Sachs (GS) in Q2 2015, closing a stake of 34 shares — an estimated $6K sold.

Whitnell & Co first reported a position in GS in Q2 2014 and held it in 4 quarters. The position peaked at $7K in Q4 2014. 1,040 funds tracked by Wall St. Rank hold GS as of Q2 2015.

  • Whitnell & Co reported no remaining Goldman Sachs position as of Q2 2015 after selling out during the quarter.
  • Whitnell & Co sold 34 Goldman Sachs shares in Q2 2015, an estimated $6K.
  • Whitnell & Co first reported a position in Goldman Sachs in Q2 2014 and held it in 4 quarters.
  • Whitnell & Co's Goldman Sachs position peaked at $7K in Q4 2014.
  • 1,040 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2015.

Based on Whitnell & Co's 13F filing for Q2 2015, filed 10 Aug 2015.