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Aris Wealth Services’s GSK GSK Stock Holding History

Aris Wealth 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
2015
Q3 		$52K Hold
1,077
– – 0.11% 82
2015
Q2 		$56K Buy
1,077
+243
+29% +$13.7K 0.05% 196
2015
Q1 		$48K Buy
+834
New +$47.8K 0.04% 216

Other funds holding GSK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aris Wealth Services's GSK Position: Q3 2015 in Review

Aris Wealth Services held its GSK (GSK) position steady in Q3 2015 at 1,077 shares worth $52K. The position accounts for 0.11% of the portfolio, ranked #82.

Aris Wealth Services first reported a position in GSK in Q1 2015 and has held it in 3 quarters since. The position peaked at $56K in Q2 2015. 706 funds tracked by Wall St. Rank hold GSK as of Q3 2015.

  • Aris Wealth Services held 1,077 shares of GSK worth $52K as of Q3 2015.
  • Aris Wealth Services left its GSK share count unchanged in Q3 2015.
  • GSK made up 0.11% of Aris Wealth Services's portfolio in Q3 2015, its #82 holding.
  • Aris Wealth Services first reported a position in GSK in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's GSK position peaked at $56K in Q2 2015.
  • 706 funds tracked by Wall St. Rank held GSK as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.