Smith Salley Wealth Management’s GSK GSK Stock Holding History

Smith Salley 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
2017 Q4	–	Sell	-60,096	Closed	-$3.05M	–	184
2017 Q3	$3.05M	Sell	60,096 -366	-0.6%	-$18.6K	0.58%	66
2017 Q2	$3.26M	Buy	60,462 +1,404	+2%	+$74.8K	0.66%	61
2017 Q1	$3.11M	Buy	59,058 +2,087	+4%	+$106K	0.64%	58
2016 Q4	$2.74M	Sell	56,971 -1,152	-2%	-$56.9K	0.57%	61
2016 Q3	$3.13M	Buy	58,123 +9,313	+19%	+$511K	0.69%	57
2016 Q2	$2.65M	Buy	48,810 +8,310	+21%	+$438K	0.62%	60
2016 Q1	$2.05M	Buy	40,500 +438	+1%	+$21.8K	0.51%	62
2015 Q4	$2.02M	Buy	40,062 +12,567	+46%	+$641K	0.5%	65
2015 Q3	$1.32M	Buy	27,495 +1,039	+4%	+$54.1K	0.36%	81
2015 Q2	$1.38M	Buy	26,456 +1,218	+5%	+$68.6K	0.35%	83
2015 Q1	$1.46M	Buy	25,238 +5,316	+27%	+$305K	0.37%	80
2014 Q4	$1.06M	Buy	19,922 +8,047	+68%	+$450K	0.28%	94
2014 Q3	$682K	Buy	+11,875	New	+$728K	0.18%	116

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Smith Salley Wealth Management's GSK Position: Q4 2017 in Review

Smith Salley Wealth Management sold out of GSK (GSK) in Q4 2017, closing a stake of 60,096 shares — an estimated $3.05M sold.

Smith Salley Wealth Management first reported a position in GSK in Q3 2014 and held it in 13 quarters. The position peaked at $3.26M in Q2 2017. 764 funds tracked by Wall St. Rank hold GSK as of Q4 2017.

Smith Salley Wealth Management reported no remaining GSK position as of Q4 2017 after selling out during the quarter.
Smith Salley Wealth Management sold 60,096 GSK shares in Q4 2017, an estimated $3.05M.
Smith Salley Wealth Management first reported a position in GSK in Q3 2014 and held it in 13 quarters.
Smith Salley Wealth Management's GSK position peaked at $3.26M in Q2 2017.
764 funds tracked by Wall St. Rank held GSK as of Q4 2017.

Based on Smith Salley Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.