Asset Planning Services (Pennsylvania)’s GSK GSK Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-80	Closed	-$4K	–	144
2019 Q3	$4K	Hold	80	–	–	﹤0.01%	242
2019 Q2	$4K	Hold	80	–	–	﹤0.01%	234
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	235
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	236
2018 Q3	$4K	Sell	80 -159	-67%	-$8.08K	﹤0.01%	239
2018 Q2	$12K	Hold	239	–	–	0.01%	192
2018 Q1	$12K	Sell	239 -335	-58%	-$15.6K	0.01%	192
2017 Q4	$25K	Hold	574	–	–	0.01%	165
2017 Q3	$29K	Hold	574	–	–	0.02%	173
2017 Q2	$31K	Hold	574	–	–	0.02%	160
2017 Q1	$30K	Hold	574	–	–	0.02%	169
2016 Q4	$28K	Hold	574	–	–	0.02%	153
2016 Q3	$31K	Hold	574	–	–	0.03%	146
2016 Q2	$31K	Buy	574 +14	+3%	+$738	0.03%	158
2016 Q1	$28K	Hold	560	–	–	0.03%	156
2015 Q4	$28K	Buy	560 +480	+600%	+$24.5K	0.03%	126
2015 Q3	$4K	Hold	80	–	–	﹤0.01%	200
2015 Q2	$4K	Buy	+80	New	+$4.5K	﹤0.01%	214

Other funds holding GSK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s GSK Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of GSK (GSK) in Q4 2019, closing a stake of 80 shares — an estimated $4K sold.

Asset Planning Services (Pennsylvania) first reported a position in GSK in Q2 2015 and held it in 18 quarters. The position peaked at $31K in Q2 2017. 894 funds tracked by Wall St. Rank hold GSK as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining GSK position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 80 GSK shares in Q4 2019, an estimated $4K.
Asset Planning Services (Pennsylvania) first reported a position in GSK in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s GSK position peaked at $31K in Q2 2017.
894 funds tracked by Wall St. Rank held GSK as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.