Clear Perspective Advisors’s GSK GSK Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-4,138	Closed	-$208K	–	253
2018 Q2	$208K	Buy	4,138 +90	+2%	+$4.53K	0.15%	137
2018 Q1	$198K	Sell	4,048 -70	-2%	-$3.26K	0.15%	131
2017 Q4	$183K	Buy	4,118 +400	+11%	+$18.5K	0.14%	138
2017 Q3	$189K	Sell	3,718 -570	-13%	-$28.9K	0.15%	134
2017 Q2	$231K	Sell	4,288 -125	-3%	-$6.66K	0.19%	114
2017 Q1	$233K	Hold	4,413	–	–	0.15%	112
2016 Q4	$212K	Buy	+4,413	New	+$218K	0.14%	120

Other funds holding GSK

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

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's GSK Position: Q3 2018 in Review

Clear Perspective Advisors sold out of GSK (GSK) in Q3 2018, closing a stake of 4,138 shares — an estimated $208K sold.

Clear Perspective Advisors first reported a position in GSK in Q4 2016 and held it in 7 quarters. The position peaked at $233K in Q1 2017. 787 funds tracked by Wall St. Rank hold GSK as of Q3 2018.

Clear Perspective Advisors reported no remaining GSK position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 4,138 GSK shares in Q3 2018, an estimated $208K.
Clear Perspective Advisors first reported a position in GSK in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's GSK position peaked at $233K in Q1 2017.
787 funds tracked by Wall St. Rank held GSK as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.