JWM
GILD icon

Jacobus Wealth Management’s Gilead Sciences GILD Stock Holding History

Jacobus Wealth Management’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,655
Closed -$167K – 272
2015
Q4 		$167K Sell
1,655
-100
-6% -$10.4K 0.05% 219
2015
Q3 		$172K Buy
1,755
+670
+62% +$74.4K 0.05% 220
2015
Q2 		$127K Sell
1,085
-629
-37% -$68.7K 0.03% 270
2015
Q1 		$168K Hold
1,714
– – 0.04% 231
2014
Q4 		$162K Hold
1,714
– – 0.04% 226
2014
Q3 		$182K Sell
1,714
-682
-28% -$66.8K 0.05% 215
2014
Q2 		$199K Sell
2,396
-185
-7% -$14.4K 0.05% 209
2014
Q1 		$183K Buy
2,581
+304
+13% +$23.8K 0.04% 224
2013
Q4 		$171K Sell
2,277
-50
-2% -$3.48K 0.05% 226
2013
Q3 		$146K Sell
2,327
-100
-4% -$5.98K 0.05% 205
2013
Q2 		$124K Buy
+2,427
New +$127K 0.05% 206

Other funds holding GILD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobus Wealth Management's GILD Position: Q1 2016 in Review

Jacobus Wealth Management sold out of Gilead Sciences (GILD) in Q1 2016, closing a stake of 1,655 shares — an estimated $167K sold.

Jacobus Wealth Management first reported a position in GILD in Q2 2013 and held it in 11 quarters. The position peaked at $199K in Q2 2014. 1,629 funds tracked by Wall St. Rank hold GILD as of Q1 2016.

  • Jacobus Wealth Management reported no remaining Gilead Sciences position as of Q1 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,655 Gilead Sciences shares in Q1 2016, an estimated $167K.
  • Jacobus Wealth Management first reported a position in Gilead Sciences in Q2 2013 and held it in 11 quarters.
  • Jacobus Wealth Management's Gilead Sciences position peaked at $199K in Q2 2014.
  • 1,629 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.