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Advocacy Wealth Management Services’s GSK GSK Stock Holding History

Advocacy Wealth Management Services’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-400
Closed -$22K – 377
2016
Q2 		$22K Sell
400
-11
-3% -$579 0.01% 225
2016
Q1 		$21K Sell
411
-1,060
-72% -$52.8K 0.01% 288
2015
Q4 		$74K Buy
+1,471
New +$75K 0.08% 137
2013
Q3 		$74K Hold
1,180
– – 0.2% 89
2013
Q2 		$74K Buy
+1,180
New +$74.9K 0.29% 71

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Advocacy Wealth Management Services's GSK Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of GSK (GSK) in Q3 2016, closing a stake of 400 shares — an estimated $22K sold.

Advocacy Wealth Management Services first reported a position in GSK in Q2 2013 and held it in 5 quarters. The position peaked at $74K in Q4 2015. 740 funds tracked by Wall St. Rank hold GSK as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining GSK position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 400 GSK shares in Q3 2016, an estimated $22K.
  • Advocacy Wealth Management Services first reported a position in GSK in Q2 2013 and held it in 5 quarters.
  • Advocacy Wealth Management Services's GSK position peaked at $74K in Q4 2015.
  • 740 funds tracked by Wall St. Rank held GSK as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.