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Capstone Financial Advisors’s Gilead Sciences GILD Stock Holding History

Capstone Financial Advisors’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,214
Closed -$224K – 72
2015
Q4 		$224K Buy
2,214
+4
+0.2% +$416 0.08% 58
2015
Q3 		$217K Sell
2,210
-563
-20% -$62.5K 0.1% 56
2015
Q2 		$325K Sell
2,773
-371
-12% -$40.5K 0.13% 52
2015
Q1 		$309K Sell
3,144
-315
-9% -$32K 0.12% 56
2014
Q4 		$326K Buy
3,459
+142
+4% +$14.7K 0.1% 51
2014
Q3 		$353K Buy
+3,317
New +$325K 0.21% 37

Other funds holding GILD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Financial Advisors's GILD Position: Q1 2016 in Review

Capstone Financial Advisors sold out of Gilead Sciences (GILD) in Q1 2016, closing a stake of 2,214 shares — an estimated $224K sold.

Capstone Financial Advisors first reported a position in GILD in Q3 2014 and held it in 6 quarters. The position peaked at $353K in Q3 2014. 1,629 funds tracked by Wall St. Rank hold GILD as of Q1 2016.

  • Capstone Financial Advisors reported no remaining Gilead Sciences position as of Q1 2016 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,214 Gilead Sciences shares in Q1 2016, an estimated $224K.
  • Capstone Financial Advisors first reported a position in Gilead Sciences in Q3 2014 and held it in 6 quarters.
  • Capstone Financial Advisors's Gilead Sciences position peaked at $353K in Q3 2014.
  • 1,629 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2016.

Based on Capstone Financial Advisors's 13F filing for Q1 2016, filed 9 May 2016.