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Mariner Wealth Advisors (Madison)’s GSK GSK Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$6K Hold
90
– – ﹤0.01% 142
2013
Q2 		$6K Buy
+90
New +$5.71K ﹤0.01% 107

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s GSK Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its GSK (GSK) position steady in Q3 2013 at 90 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Mariner Wealth Advisors (Madison) first reported a position in GSK in Q2 2013 and has held it in 2 quarters since. 635 funds tracked by Wall St. Rank hold GSK as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 90 shares of GSK worth $6K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its GSK share count unchanged in Q3 2013.
  • GSK made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #142 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in GSK in Q2 2013 and has held it in 2 quarters since.
  • 635 funds tracked by Wall St. Rank held GSK as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.