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Evercore Wealth Management’s GSK GSK Stock Holding History

Evercore 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
2015
Q4 		– Sell
-4,422
Closed -$212K – 1032
2015
Q3 		$212K Sell
4,422
-225
-5% -$11.7K 0.01% 371
2015
Q2 		$242K Sell
4,647
-546
-11% -$30.7K 0.01% 390
2015
Q1 		$301K Buy
5,193
+2,933
+130% +$168K 0.01% 352
2014
Q4 		$121K Sell
2,260
-1,670
-42% -$93.4K 0.01% 430
2014
Q3 		$227K Buy
3,930
+120
+3% +$7.36K 0.01% 376
2014
Q2 		$254K Buy
3,810
+2,260
+146% +$153K 0.01% 359
2014
Q1 		$103K Hold
1,550
– – 0.01% 481
2013
Q4 		$103K Sell
1,550
-312
-17% -$20.2K 0.01% 453
2013
Q3 		$117K Buy
1,862
+312
+20% +$20.1K 0.01% 466
2013
Q2 		$97K Buy
+1,550
New +$98.4K 0.01% 492

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evercore Wealth Management's GSK Position: Q4 2015 in Review

Evercore Wealth Management sold out of GSK (GSK) in Q4 2015, closing a stake of 4,422 shares — an estimated $212K sold.

Evercore Wealth Management first reported a position in GSK in Q2 2013 and held it in 10 quarters. The position peaked at $301K in Q1 2015. 718 funds tracked by Wall St. Rank hold GSK as of Q4 2015.

  • Evercore Wealth Management reported no remaining GSK position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 4,422 GSK shares in Q4 2015, an estimated $212K.
  • Evercore Wealth Management first reported a position in GSK in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's GSK position peaked at $301K in Q1 2015.
  • 718 funds tracked by Wall St. Rank held GSK as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.