Gary Goldberg Planning Services’s GSK GSK Stock Holding History

Gary Goldberg Planning Services’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	$53K	Sell	1,000 -141,797	-99%	-$7.93M	0.02%	207
2014 Q3	$8.21M	Buy	142,797 +10,487	+8%	+$643K	3.41%	6
2014 Q2	$8.85M	Buy	132,310 +11,557	+10%	+$782K	3.89%	4
2014 Q1	$8.06M	Buy	120,753 +20,128	+20%	+$1.36M	3.94%	5
2013 Q4	$6.71M	Buy	100,625 +556	+0.6%	+$36.1K	3.91%	7
2013 Q3	$6.28M	Buy	100,069 +7,269	+8%	+$468K	3.81%	7
2013 Q2	$5.8M	Buy	+92,800	New	+$5.89M	3.7%	6

Other funds holding GSK

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's GSK Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its GSK (GSK) stake by 99% in Q4 2014, selling an estimated $7.93M and leaving 1,000 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #207.

Gary Goldberg Planning Services first reported a position in GSK in Q2 2013 and has held it in 7 quarters since. The position peaked at $8.85M in Q2 2014. 728 funds tracked by Wall St. Rank hold GSK as of Q4 2014.

Gary Goldberg Planning Services held 1,000 shares of GSK worth $53K as of Q4 2014.
Gary Goldberg Planning Services sold 141,797 GSK shares in Q4 2014, an estimated $7.93M.
GSK made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #207 holding.
Gary Goldberg Planning Services first reported a position in GSK in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's GSK position peaked at $8.85M in Q2 2014.
728 funds tracked by Wall St. Rank held GSK as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.