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Omnia Family Wealth’s GSK GSK Stock Holding History

Omnia Family Wealth’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 		– Sell
-310
Closed -$14K – 614
2017
Q4 		$14K Buy
310
+140
+82% +$6.47K 0.01% 259
2017
Q3 		$9K Hold
170
– – ﹤0.01% 281
2017
Q2 		$9K Buy
+170
New +$9.06K ﹤0.01% 300

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 $295B AUM 31.6% 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

Omnia Family Wealth's GSK Position: Q1 2018 in Review

Omnia Family Wealth sold out of GSK (GSK) in Q1 2018, closing a stake of 310 shares — an estimated $14K sold.

Omnia Family Wealth first reported a position in GSK in Q2 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 778 funds tracked by Wall St. Rank hold GSK as of Q1 2018.

  • Omnia Family Wealth reported no remaining GSK position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 310 GSK shares in Q1 2018, an estimated $14K.
  • Omnia Family Wealth first reported a position in GSK in Q2 2017 and held it in 3 quarters.
  • Omnia Family Wealth's GSK position peaked at $14K in Q4 2017.
  • 778 funds tracked by Wall St. Rank held GSK as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.