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Marietta Wealth Management’s GSK GSK Stock Holding History

Marietta Wealth 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
2017
Q1 		– Sell
-5,078
Closed -$244K – 119
2016
Q4 		$244K Buy
+5,078
New +$251K 0.2% 109

Other funds holding GSK

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marietta Wealth Management's GSK Position: Q1 2017 in Review

Marietta Wealth Management sold out of GSK (GSK) in Q1 2017, closing a stake of 5,078 shares — an estimated $244K sold.

Marietta Wealth Management first reported a position in GSK in Q4 2016 and held it in 1 quarter. The position peaked at $244K in Q4 2016. 786 funds tracked by Wall St. Rank hold GSK as of Q1 2017.

  • Marietta Wealth Management reported no remaining GSK position as of Q1 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 5,078 GSK shares in Q1 2017, an estimated $244K.
  • Marietta Wealth Management first reported a position in GSK in Q4 2016 and held it in 1 quarter.
  • Marietta Wealth Management's GSK position peaked at $244K in Q4 2016.
  • 786 funds tracked by Wall St. Rank held GSK as of Q1 2017.

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