Waldron Private Wealth’s GSK GSK Stock Holding History

Waldron Private 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
2020 Q1	–	Sell	-4,891	Closed	-$290K	–	266
2019 Q4	$290K	Buy	4,891 +27	+0.6%	+$1.5K	0.03%	212
2019 Q3	$262K	Hold	4,864	–	–	0.03%	206
2019 Q2	$245K	Buy	4,864 +410	+9%	+$20.6K	0.03%	213
2019 Q1	$236K	Buy	4,454 +54	+1%	+$2.7K	0.03%	221
2018 Q4	$210K	Hold	4,400	–	–	0.03%	196
2018 Q3	$220K	Buy	4,400 +400	+10%	+$20.3K	0.04%	172
2018 Q2	$201K	Buy	+4,000	New	+$201K	0.04%	167
2017 Q4	–	Sell	-4,000	Closed	-$203K	–	174
2017 Q3	$203K	Buy	+4,000	New	+$203K	0.06%	147

Other funds holding GSK

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Waldron Private Wealth's GSK Position: Q1 2020 in Review

Waldron Private Wealth sold out of GSK (GSK) in Q1 2020, closing a stake of 4,891 shares — an estimated $290K sold.

Waldron Private Wealth first reported a position in GSK in Q3 2017 and held it in 8 quarters. The position peaked at $290K in Q4 2019. 817 funds tracked by Wall St. Rank hold GSK as of Q1 2020.

Waldron Private Wealth reported no remaining GSK position as of Q1 2020 after selling out during the quarter.
Waldron Private Wealth sold 4,891 GSK shares in Q1 2020, an estimated $290K.
Waldron Private Wealth first reported a position in GSK in Q3 2017 and held it in 8 quarters.
Waldron Private Wealth's GSK position peaked at $290K in Q4 2019.
817 funds tracked by Wall St. Rank held GSK as of Q1 2020.

Based on Waldron Private Wealth's 13F filing for Q1 2020, filed 5 May 2020.