Klingman & Associates’s GSK GSK Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-80	Closed	-$4K	–	188
2016 Q3	$4K	Sell	80 -480	-86%	-$26.3K	﹤0.01%	335
2016 Q2	$30K	Hold	560	–	–	0.01%	233
2016 Q1	$28K	Hold	560	–	–	0.01%	229
2015 Q4	$28K	Hold	560	–	–	0.01%	241
2015 Q3	$26K	Hold	560	–	–	0.01%	240
2015 Q2	$29K	Hold	560	–	–	0.01%	219
2015 Q1	$32K	Hold	560	–	–	0.01%	201
2014 Q4	$29K	Buy	+560	New	+$31.3K	0.01%	204

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's GSK Position: Q4 2016 in Review

Klingman & Associates sold out of GSK (GSK) in Q4 2016, closing a stake of 80 shares — an estimated $4K sold.

Klingman & Associates first reported a position in GSK in Q4 2014 and held it in 8 quarters. The position peaked at $32K in Q1 2015. 762 funds tracked by Wall St. Rank hold GSK as of Q4 2016.

Klingman & Associates reported no remaining GSK position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 80 GSK shares in Q4 2016, an estimated $4K.
Klingman & Associates first reported a position in GSK in Q4 2014 and held it in 8 quarters.
Klingman & Associates's GSK position peaked at $32K in Q1 2015.
762 funds tracked by Wall St. Rank held GSK as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.