Regal Wealth Group’s GSK GSK Stock Holding History

Regal Wealth Group’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
2016 Q4	–	Sell	-81	Closed	-$4K	–	170
2016 Q3	$4K	Hold	81	–	–	﹤0.01%	153
2016 Q2	$4K	Buy	+81	New	+$4.27K	﹤0.01%	156

Other funds holding GSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Wealth Group's GSK Position: Q4 2016 in Review

Regal Wealth Group sold out of GSK (GSK) in Q4 2016, closing a stake of 81 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in GSK in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 762 funds tracked by Wall St. Rank hold GSK as of Q4 2016.

Regal Wealth Group reported no remaining GSK position as of Q4 2016 after selling out during the quarter.
Regal Wealth Group sold 81 GSK shares in Q4 2016, an estimated $4K.
Regal Wealth Group first reported a position in GSK in Q2 2016 and held it in 2 quarters.
Regal Wealth Group's GSK position peaked at $4K in Q3 2016.
762 funds tracked by Wall St. Rank held GSK as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.