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LBA Wealth Management’s Gilead Sciences GILD Stock Holding History

LBA 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
2017
Q1 		$960K Sell
14,133
-125
-0.9% -$8.79K 0.51% 34
2016
Q4 		$1.02M Buy
14,258
+60
+0.4% +$4.46K 0.56% 33
2016
Q3 		$1.12M Buy
14,198
+27
+0.2% +$2.19K 0.63% 28
2016
Q2 		$1.18M Buy
14,171
+118
+0.8% +$10.5K 0.66% 28
2016
Q1 		$1.29M Sell
14,053
-150
-1% -$13.5K 0.75% 23
2015
Q4 		$1.44M Sell
14,203
-1,740
-11% -$181K 0.83% 20
2015
Q3 		$1.56M Sell
15,943
-1,507
-9% -$167K 0.99% 15
2015
Q2 		$2.04M Sell
17,450
-735
-4% -$80.3K 1.28% 12
2015
Q1 		$1.78M Sell
18,185
-410
-2% -$41.6K 1.12% 15
2014
Q4 		$1.75M Sell
18,595
-2,000
-10% -$207K 1.16% 15
2014
Q3 		$2.19M Sell
20,595
-975
-5% -$95.5K 1.52% 11
2014
Q2 		$1.79M Sell
21,570
-325
-1% -$25.3K 1.46% 12
2014
Q1 		$1.55M Sell
21,895
-1,005
-4% -$78.8K 1.27% 16
2013
Q4 		$1.72M Buy
+22,900
New +$1.59M 1.42% 12

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

LBA Wealth Management's GILD Position: Q1 2017 in Review

LBA Wealth Management reduced its Gilead Sciences (GILD) stake by 0.88% in Q1 2017, selling an estimated $8.79K and leaving 14,133 shares worth $960K. The position accounts for 0.51% of the portfolio, ranked #34.

LBA Wealth Management first reported a position in GILD in Q4 2013 and has held it in 14 quarters since. The position peaked at $2.19M in Q3 2014. 1,524 funds tracked by Wall St. Rank hold GILD as of Q1 2017.

  • LBA Wealth Management held 14,133 shares of Gilead Sciences worth $960K as of Q1 2017.
  • LBA Wealth Management sold 125 Gilead Sciences shares in Q1 2017, an estimated $8.79K.
  • Gilead Sciences made up 0.51% of LBA Wealth Management's portfolio in Q1 2017, its #34 holding.
  • LBA Wealth Management first reported a position in Gilead Sciences in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Gilead Sciences position peaked at $2.19M in Q3 2014.
  • 1,524 funds tracked by Wall St. Rank held Gilead Sciences as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.