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Lucia Wealth Services’s Gilead Sciences GILD Stock Holding History

Lucia Wealth Services’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
2018
Q2 		– Sell
-11,401
Closed -$860K – 214
2018
Q1 		$860K Buy
11,401
+5,037
+79% +$400K 0.28% 85
2017
Q4 		$456K Buy
+6,364
New +$483K 0.2% 87

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lucia Wealth Services's GILD Position: Q2 2018 in Review

Lucia Wealth Services sold out of Gilead Sciences (GILD) in Q2 2018, closing a stake of 11,401 shares — an estimated $860K sold.

Lucia Wealth Services first reported a position in GILD in Q4 2017 and held it in 2 quarters. The position peaked at $860K in Q1 2018. 1,522 funds tracked by Wall St. Rank hold GILD as of Q2 2018.

  • Lucia Wealth Services reported no remaining Gilead Sciences position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 11,401 Gilead Sciences shares in Q2 2018, an estimated $860K.
  • Lucia Wealth Services first reported a position in Gilead Sciences in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's Gilead Sciences position peaked at $860K in Q1 2018.
  • 1,522 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.