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Independent Portfolio Consultants’s GSK GSK Stock Holding History

Independent Portfolio Consultants’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 		$433K Sell
8,042
-2,365
-23% -$126K 0.18% 189
2017
Q1 		$548K Sell
10,407
-2,597
-20% -$132K 0.19% 191
2016
Q4 		$626K Sell
13,004
-198
-1% -$9.78K 0.21% 182
2016
Q3 		$712K Buy
13,202
+100
+0.8% +$5.48K 0.22% 160
2016
Q2 		$710K Sell
13,102
-896
-6% -$47.2K 0.22% 141
2016
Q1 		$710K Buy
13,998
+1,095
+8% +$54.5K 0.2% 149
2015
Q4 		$651K Sell
12,903
-1,645
-11% -$83.8K 0.19% 156
2015
Q3 		$699K Sell
14,548
-13,646
-48% -$710K 0.15% 193
2015
Q2 		$1.47M Sell
28,194
-23,889
-46% -$1.35M 0.29% 116
2015
Q1 		$3M Buy
52,083
+2,128
+4% +$122K 0.61% 31
2014
Q4 		$2.67M Buy
49,955
+19,146
+62% +$1.07M 0.54% 46
2014
Q3 		$1.77M Sell
30,809
-5,981
-16% -$367K 0.48% 40
2014
Q2 		$2.46M Buy
36,790
+12,061
+49% +$816K 0.69% 15
2014
Q1 		$1.65M Sell
24,729
-6,200
-20% -$419K 0.52% 38
2013
Q4 		$2.06M Buy
30,929
+2,908
+10% +$189K 0.72% 11
2013
Q3 		$1.76M Buy
28,021
+536
+2% +$34.5K 0.7% 4
2013
Q2 		$1.72M Buy
+27,485
New +$1.74M 0.77% 4

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's GSK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its GSK (GSK) stake by 23% in Q2 2017, selling an estimated $126K and leaving 8,042 shares worth $433K. The position accounts for 0.18% of the portfolio, ranked #189.

Independent Portfolio Consultants first reported a position in GSK in Q2 2013 and has held it in 17 quarters since. The position peaked at $3M in Q1 2015. 780 funds tracked by Wall St. Rank hold GSK as of Q2 2017.

  • Independent Portfolio Consultants held 8,042 shares of GSK worth $433K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,365 GSK shares in Q2 2017, an estimated $126K.
  • GSK made up 0.18% of Independent Portfolio Consultants's portfolio in Q2 2017, its #189 holding.
  • Independent Portfolio Consultants first reported a position in GSK in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's GSK position peaked at $3M in Q1 2015.
  • 780 funds tracked by Wall St. Rank held GSK as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.