WWM
GS icon

Willingdon Wealth Management’s Goldman Sachs GS Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-18
Closed -$4K – 445
2019
Q3 		$4K Buy
+18
New +$3.76K ﹤0.01% 287
2018
Q2 		– Sell
-40
Closed -$10K – 336
2018
Q1 		$10K Hold
40
– – ﹤0.01% 259
2017
Q4 		$10K Hold
40
– – ﹤0.01% 245
2017
Q3 		$9K Buy
+40
New +$9.02K ﹤0.01% 226

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Willingdon Wealth Management's GS Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Goldman Sachs (GS) in Q4 2019, closing a stake of 18 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in GS in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q1 2018. 1,373 funds tracked by Wall St. Rank hold GS as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Goldman Sachs position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 18 Goldman Sachs shares in Q4 2019, an estimated $4K.
  • Willingdon Wealth Management first reported a position in Goldman Sachs in Q3 2017 and held it in 4 quarters.
  • Willingdon Wealth Management's Goldman Sachs position peaked at $10K in Q1 2018.
  • 1,373 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.