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MPS Loria Financial Planners’s GSK GSK Stock Holding History

MPS Loria Financial Planners’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
Q3 		– Sell
-684
Closed -$33K – 191
2017
Q2 		$33K Buy
+684
New +$36.5K 0.02% 190

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

MPS Loria Financial Planners's GSK Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of GSK (GSK) in Q3 2017, closing a stake of 684 shares — an estimated $33K sold.

MPS Loria Financial Planners first reported a position in GSK in Q2 2017 and held it in 1 quarter. The position peaked at $33K in Q2 2017. 741 funds tracked by Wall St. Rank hold GSK as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining GSK position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 684 GSK shares in Q3 2017, an estimated $33K.
  • MPS Loria Financial Planners first reported a position in GSK in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's GSK position peaked at $33K in Q2 2017.
  • 741 funds tracked by Wall St. Rank held GSK as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.