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Summit Financial Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Summit Financial Wealth Advisors’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-426
Closed -$41K – 153
2015
Q3 		$41K Hold
426
– – 0.03% 136
2015
Q2 		$49K Hold
426
– – 0.03% 144
2015
Q1 		$45K Buy
+426
New +$43.3K 0.03% 125

Other funds holding GILD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Financial Wealth Advisors's GILD Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Gilead Sciences (GILD) in Q4 2015, closing a stake of 426 shares — an estimated $41K sold.

Summit Financial Wealth Advisors first reported a position in GILD in Q1 2015 and held it in 3 quarters. The position peaked at $49K in Q2 2015. 1,628 funds tracked by Wall St. Rank hold GILD as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Gilead Sciences position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 426 Gilead Sciences shares in Q4 2015, an estimated $41K.
  • Summit Financial Wealth Advisors first reported a position in Gilead Sciences in Q1 2015 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Gilead Sciences position peaked at $49K in Q2 2015.
  • 1,628 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.