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Jackson Wealth Management’s GSK GSK Stock Holding History

Jackson 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
2020
Q2 		– Sell
-5,694
Closed -$300K – 128
2020
Q1 		$300K Buy
+5,694
New +$304K 0.06% 102
2015
Q2 		– Sell
-35,690
Closed -$2.06M – 108
2015
Q1 		$2.06M Buy
35,690
+60
+0.2% +$3.44K 0.66% 40
2014
Q4 		$1.9M Buy
+35,630
New +$1.99M 0.62% 49

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

Jackson Wealth Management's GSK Position: Q2 2020 in Review

Jackson Wealth Management sold out of GSK (GSK) in Q2 2020, closing a stake of 5,694 shares — an estimated $300K sold.

Jackson Wealth Management first reported a position in GSK in Q4 2014 and held it in 3 quarters. The position peaked at $2.06M in Q1 2015. 840 funds tracked by Wall St. Rank hold GSK as of Q2 2020.

  • Jackson Wealth Management reported no remaining GSK position as of Q2 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 5,694 GSK shares in Q2 2020, an estimated $300K.
  • Jackson Wealth Management first reported a position in GSK in Q4 2014 and held it in 3 quarters.
  • Jackson Wealth Management's GSK position peaked at $2.06M in Q1 2015.
  • 840 funds tracked by Wall St. Rank held GSK as of Q2 2020.

Based on Jackson Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.