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Cypress Wealth Advisors’s GSK GSK Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-4,600
Closed -$242K – 124
2017
Q1 		$242K Sell
4,600
-1,254
-21% -$63.6K 0.11% 168
2016
Q4 		$282K Sell
5,854
-470
-7% -$23.2K 0.13% 144
2016
Q3 		$341K Sell
6,324
-58
-0.9% -$3.18K 0.15% 126
2016
Q2 		$346K Buy
6,382
+40
+0.6% +$2.11K 0.17% 116
2016
Q1 		$321K Buy
6,342
+2,014
+47% +$100K 0.15% 126
2015
Q4 		$218K Buy
+4,328
New +$221K 0.11% 161

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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

Cypress Wealth Advisors's GSK Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of GSK (GSK) in Q2 2017, closing a stake of 4,600 shares — an estimated $242K sold.

Cypress Wealth Advisors first reported a position in GSK in Q4 2015 and held it in 6 quarters. The position peaked at $346K in Q2 2016. 779 funds tracked by Wall St. Rank hold GSK as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining GSK position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 4,600 GSK shares in Q2 2017, an estimated $242K.
  • Cypress Wealth Advisors first reported a position in GSK in Q4 2015 and held it in 6 quarters.
  • Cypress Wealth Advisors's GSK position peaked at $346K in Q2 2016.
  • 779 funds tracked by Wall St. Rank held GSK as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.