LVM Capital Management’s GSK GSK Stock Holding History

LVM Capital Management’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	-4,400	Closed	-$294K	–	121
2016 Q3	$294K	Buy	+4,400	New	+$241K	0.09%	86
2015 Q1	–	Sell	-4,080	Closed	-$218K	–	111
2014 Q4	$218K	Hold	4,080	–	–	0.07%	106
2014 Q3	$234K	Sell	4,080 -320	-7%	-$19.6K	0.08%	97
2014 Q2	$294K	Sell	4,400 -160	-4%	-$10.8K	0.09%	86
2014 Q1	$305K	Sell	4,560 -140	-3%	-$9.46K	0.11%	84
2013 Q4	$314K	Sell	4,700 -68	-1%	-$4.41K	0.11%	87
2013 Q3	$299K	Hold	4,768	–	–	0.11%	85
2013 Q2	$298K	Buy	+4,768	New	+$303K	0.12%	90

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

LVM Capital Management's GSK Position: Q4 2016 in Review

LVM Capital Management sold out of GSK (GSK) in Q4 2016, closing a stake of 4,400 shares — an estimated $294K sold.

LVM Capital Management first reported a position in GSK in Q2 2013 and held it in 8 quarters. The position peaked at $314K in Q4 2013. 762 funds tracked by Wall St. Rank hold GSK as of Q4 2016.

LVM Capital Management reported no remaining GSK position as of Q4 2016 after selling out during the quarter.
LVM Capital Management sold 4,400 GSK shares in Q4 2016, an estimated $294K.
LVM Capital Management first reported a position in GSK in Q2 2013 and held it in 8 quarters.
LVM Capital Management's GSK position peaked at $314K in Q4 2013.
762 funds tracked by Wall St. Rank held GSK as of Q4 2016.

Based on LVM Capital Management's 13F filing for Q4 2016, filed 9 Jan 2017.