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Oak Point Wealth Management’s GSK GSK Stock Holding History

Oak Point 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
2018
Q1 		$11K Hold
218
– – 0.01% 149
2017
Q4 		$10K Buy
+218
New +$10.1K 0.01% 153

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's GSK Position: Q1 2018 in Review

Oak Point Wealth Management held its GSK (GSK) position steady in Q1 2018 at 218 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #149.

Oak Point Wealth Management first reported a position in GSK in Q4 2017 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold GSK as of Q1 2018.

  • Oak Point Wealth Management held 218 shares of GSK worth $11K as of Q1 2018.
  • Oak Point Wealth Management left its GSK share count unchanged in Q1 2018.
  • GSK made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #149 holding.
  • Oak Point Wealth Management first reported a position in GSK in Q4 2017 and has held it in 2 quarters since.
  • 779 funds tracked by Wall St. Rank held GSK as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.