SVA Wealth Management’s GSK GSK Stock Holding History

SVA 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 Q3	–	Sell	-3,864	Closed	-$208K	–	207
2017 Q2	$208K	Buy	+3,864	New	+$206K	0.03%	193
2016 Q4	–	Sell	-6,474	Closed	-$349K	–	203
2016 Q3	$349K	Sell	6,474 -208	-3%	-$11.4K	0.05%	156
2016 Q2	$362K	Sell	6,682 -1,325	-17%	-$69.8K	0.06%	158
2016 Q1	$406K	Sell	8,007 -19,305	-71%	-$962K	0.07%	153
2015 Q4	$1.38M	Sell	27,312 -5,190	-16%	-$265K	0.24%	98
2015 Q3	$1.56M	Buy	32,502 +2,082	+7%	+$108K	0.29%	88
2015 Q2	$1.58M	Buy	30,420 +723	+2%	+$40.7K	0.29%	92
2015 Q1	$1.71M	Buy	29,697 +9,740	+49%	+$558K	0.31%	91
2014 Q4	$1.07M	Buy	19,957 +1,592	+9%	+$89.1K	0.39%	63
2014 Q3	$1.05M	Buy	18,365 +2,808	+18%	+$172K	0.45%	56
2014 Q2	$1.04M	Buy	15,557 +479	+3%	+$32.4K	0.44%	55
2014 Q1	$1.01M	Buy	15,078 +1,655	+12%	+$112K	0.48%	52
2013 Q4	$896K	Buy	+13,423	New	+$870K	0.53%	53

Other funds holding GSK

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

SVA Wealth Management's GSK Position: Q3 2017 in Review

SVA Wealth Management sold out of GSK (GSK) in Q3 2017, closing a stake of 3,864 shares — an estimated $208K sold.

SVA Wealth Management first reported a position in GSK in Q4 2013 and held it in 13 quarters. The position peaked at $1.71M in Q1 2015. 741 funds tracked by Wall St. Rank hold GSK as of Q3 2017.

SVA Wealth Management reported no remaining GSK position as of Q3 2017 after selling out during the quarter.
SVA Wealth Management sold 3,864 GSK shares in Q3 2017, an estimated $208K.
SVA Wealth Management first reported a position in GSK in Q4 2013 and held it in 13 quarters.
SVA Wealth Management's GSK position peaked at $1.71M in Q1 2015.
741 funds tracked by Wall St. Rank held GSK as of Q3 2017.

Based on SVA Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.