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Legacy Capital Partners’s GSK GSK Stock Holding History

Legacy Capital Partners’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
2014
Q4 		– Sell
-4,600
Closed -$265K – 115
2014
Q3 		$265K Sell
4,600
-760
-14% -$46.6K 0.18% 96
2014
Q2 		$359K Sell
5,360
-80
-1% -$5.42K 0.23% 82
2014
Q1 		$364K Hold
5,440
– – 0.26% 80
2013
Q4 		$364K Sell
5,440
-680
-11% -$44.1K 0.26% 80
2013
Q3 		$384K Sell
6,120
-480
-7% -$30.9K 0.29% 77
2013
Q2 		$413K Buy
+6,600
New +$419K 0.32% 73

Other funds holding GSK

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Capital Partners's GSK Position: Q4 2014 in Review

Legacy Capital Partners sold out of GSK (GSK) in Q4 2014, closing a stake of 4,600 shares — an estimated $265K sold.

Legacy Capital Partners first reported a position in GSK in Q2 2013 and held it in 6 quarters. The position peaked at $413K in Q2 2013. 728 funds tracked by Wall St. Rank hold GSK as of Q4 2014.

  • Legacy Capital Partners reported no remaining GSK position as of Q4 2014 after selling out during the quarter.
  • Legacy Capital Partners sold 4,600 GSK shares in Q4 2014, an estimated $265K.
  • Legacy Capital Partners first reported a position in GSK in Q2 2013 and held it in 6 quarters.
  • Legacy Capital Partners's GSK position peaked at $413K in Q2 2013.
  • 728 funds tracked by Wall St. Rank held GSK as of Q4 2014.

Based on Legacy Capital Partners's 13F filing for Q4 2014, filed 5 Feb 2015.