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Elite Wealth Management’s GSK GSK Stock Holding History

Elite 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
2014
Q4 		– Sell
-8,522
Closed -$490K – 211
2014
Q3 		$490K Sell
8,522
-1,487
-15% -$91.2K 0.44% 50
2014
Q2 		$669K Sell
10,009
-3,218
-24% -$218K 0.67% 40
2014
Q1 		$883K Sell
13,227
-2,526
-16% -$171K 0.72% 40
2013
Q4 		$1.05M Buy
15,753
+13,967
+782% +$906K 0.77% 36
2013
Q3 		$112K Sell
1,786
-12,754
-88% -$821K 0.1% 115
2013
Q2 		$908K Buy
+14,540
New +$923K 1.33% 11

Other funds holding GSK

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elite Wealth Management's GSK Position: Q4 2014 in Review

Elite Wealth Management sold out of GSK (GSK) in Q4 2014, closing a stake of 8,522 shares — an estimated $490K sold.

Elite Wealth Management first reported a position in GSK in Q2 2013 and held it in 6 quarters. The position peaked at $1.05M in Q4 2013. 728 funds tracked by Wall St. Rank hold GSK as of Q4 2014.

  • Elite Wealth Management reported no remaining GSK position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 8,522 GSK shares in Q4 2014, an estimated $490K.
  • Elite Wealth Management first reported a position in GSK in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's GSK position peaked at $1.05M in Q4 2013.
  • 728 funds tracked by Wall St. Rank held GSK as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.