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Holistic Financial Partners’s GSK GSK Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-800
Closed -$39K – 172
2018
Q1 		$39K Hold
800
– – 0.03% 223
2017
Q4 		$35K Buy
+800
New +$37K 0.03% 236

Other funds holding GSK

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

Holistic Financial Partners's GSK Position: Q2 2018 in Review

Holistic Financial Partners sold out of GSK (GSK) in Q2 2018, closing a stake of 800 shares — an estimated $39K sold.

Holistic Financial Partners first reported a position in GSK in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q1 2018. 787 funds tracked by Wall St. Rank hold GSK as of Q2 2018.

  • Holistic Financial Partners reported no remaining GSK position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 800 GSK shares in Q2 2018, an estimated $39K.
  • Holistic Financial Partners first reported a position in GSK in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's GSK position peaked at $39K in Q1 2018.
  • 787 funds tracked by Wall St. Rank held GSK as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.