Concert Wealth Management’s GSK GSK Stock Holding History

Concert 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
2017 Q2	–	Sell	-8,080	Closed	-$395K	–	264
2017 Q1	$395K	Buy	8,080 +488	+6%	+$24.8K	0.09%	299
2016 Q4	$372K	Sell	7,592 -19,279	-72%	-$952K	0.08%	306
2016 Q3	$1.44M	Buy	26,871 +279	+1%	+$15.3K	0.18%	142
2016 Q2	$1.44M	Buy	26,592 +2,822	+12%	+$149K	0.2%	136
2016 Q1	$1.2M	Buy	23,770 +435	+2%	+$21.7K	0.16%	167
2015 Q4	$1.17M	Buy	23,335 +3,889	+20%	+$198K	0.16%	159
2015 Q3	$945K	Buy	19,446 +714	+4%	+$37.2K	0.13%	206
2015 Q2	$964K	Sell	18,732 -434	-2%	-$24.4K	0.12%	212
2015 Q1	$774K	Buy	19,166 +1,419	+8%	+$81.3K	0.22%	130
2014 Q4	$943K	Buy	+17,747	New	+$993K	0.14%	186

Other funds holding GSK

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concert Wealth Management's GSK Position: Q2 2017 in Review

Concert Wealth Management sold out of GSK (GSK) in Q2 2017, closing a stake of 8,080 shares — an estimated $395K sold.

Concert Wealth Management first reported a position in GSK in Q4 2014 and held it in 10 quarters. The position peaked at $1.44M in Q2 2016. 779 funds tracked by Wall St. Rank hold GSK as of Q2 2017.

Concert Wealth Management reported no remaining GSK position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 8,080 GSK shares in Q2 2017, an estimated $395K.
Concert Wealth Management first reported a position in GSK in Q4 2014 and held it in 10 quarters.
Concert Wealth Management's GSK position peaked at $1.44M in Q2 2016.
779 funds tracked by Wall St. Rank held GSK as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.