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Catamount Wealth Management’s GSK GSK Stock Holding History

Catamount Wealth Management’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
-262
Closed -$14K – 163
2016
Q2 		$14K Hold
262
– – 0.02% 86
2016
Q1 		$13K Buy
+262
New +$13K 0.02% 90
2015
Q3 		– Sell
-240
Closed -$12.5K – 167
2015
Q2 		$12K Hold
240
– – 0.01% 114
2015
Q1 		$14K Sell
240
-243
-50% -$13.9K 0.01% 98
2014
Q4 		$26K Buy
+483
New +$27K 0.02% 63

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

Catamount Wealth Management's GSK Position: Q3 2016 in Review

Catamount Wealth Management sold out of GSK (GSK) in Q3 2016, closing a stake of 262 shares — an estimated $14K sold.

Catamount Wealth Management first reported a position in GSK in Q4 2014 and held it in 5 quarters. The position peaked at $26K in Q4 2014. 740 funds tracked by Wall St. Rank hold GSK as of Q3 2016.

  • Catamount Wealth Management reported no remaining GSK position as of Q3 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 262 GSK shares in Q3 2016, an estimated $14K.
  • Catamount Wealth Management first reported a position in GSK in Q4 2014 and held it in 5 quarters.
  • Catamount Wealth Management's GSK position peaked at $26K in Q4 2014.
  • 740 funds tracked by Wall St. Rank held GSK as of Q3 2016.

Based on Catamount Wealth Management's 13F filing for Q3 2016, filed 2 Nov 2016.