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Independence Advisors’s GSK GSK Stock Holding History

Independence Advisors’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
2017
Q2 		– Sell
-8,126
Closed -$428K – 75
2017
Q1 		$428K Sell
8,126
-924
-10% -$46.9K 0.18% 46
2016
Q4 		$436K Sell
9,050
-98
-1% -$4.84K 0.19% 44
2016
Q3 		$493K Buy
9,148
+98
+1% +$5.37K 0.23% 39
2016
Q2 		$490K Buy
+9,050
New +$477K 0.26% 29

Other funds holding GSK

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independence Advisors's GSK Position: Q2 2017 in Review

Independence Advisors sold out of GSK (GSK) in Q2 2017, closing a stake of 8,126 shares — an estimated $428K sold.

Independence Advisors first reported a position in GSK in Q2 2016 and held it in 4 quarters. The position peaked at $493K in Q3 2016. 779 funds tracked by Wall St. Rank hold GSK as of Q2 2017.

  • Independence Advisors reported no remaining GSK position as of Q2 2017 after selling out during the quarter.
  • Independence Advisors sold 8,126 GSK shares in Q2 2017, an estimated $428K.
  • Independence Advisors first reported a position in GSK in Q2 2016 and held it in 4 quarters.
  • Independence Advisors's GSK position peaked at $493K in Q3 2016.
  • 779 funds tracked by Wall St. Rank held GSK as of Q2 2017.

Based on Independence Advisors's 13F filing for Q2 2017, filed 7 Jul 2017.