GWM
GSK icon

Gupta Wealth Management’s GSK GSK Stock Holding History

Gupta 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
2016
Q1 		$104K Sell
2,055
-320
-13% -$15.9K 0.02% 323
2015
Q4 		$120K Sell
2,375
-738
-24% -$37.6K 0.03% 303
2015
Q3 		$150K Sell
3,113
-419
-12% -$21.8K 0.04% 286
2015
Q2 		$184K Buy
3,532
+118
+3% +$6.64K 0.05% 268
2015
Q1 		$197K Buy
+3,414
New +$196K 0.06% 217

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Gupta Wealth Management's GSK Position: Q1 2016 in Review

Gupta Wealth Management reduced its GSK (GSK) stake by 13% in Q1 2016, selling an estimated $15.9K and leaving 2,055 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #323.

Gupta Wealth Management first reported a position in GSK in Q1 2015 and has held it in 5 quarters since. The position peaked at $197K in Q1 2015. 727 funds tracked by Wall St. Rank hold GSK as of Q1 2016.

  • Gupta Wealth Management held 2,055 shares of GSK worth $104K as of Q1 2016.
  • Gupta Wealth Management sold 320 GSK shares in Q1 2016, an estimated $15.9K.
  • GSK made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #323 holding.
  • Gupta Wealth Management first reported a position in GSK in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's GSK position peaked at $197K in Q1 2015.
  • 727 funds tracked by Wall St. Rank held GSK as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.