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Wellesley Investment Partners’s GSK GSK Stock Holding History

Wellesley Investment Partners’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
2018
Q4 		– Sell
-14,995
Closed -$752K – 124
2018
Q3 		$752K Buy
14,995
+957
+7% +$48.6K 0.25% 69
2018
Q2 		$707K Sell
14,038
-104
-0.7% -$5.24K 0.25% 69
2018
Q1 		$690K Buy
14,142
+1,057
+8% +$49.2K 0.25% 67
2017
Q4 		$580K Buy
13,085
+1,818
+16% +$84K 0.22% 75
2017
Q3 		$571K Buy
11,267
+249
+2% +$12.6K 0.23% 71
2017
Q2 		$593K Buy
11,018
+665
+6% +$35.5K 0.25% 71
2017
Q1 		$545K Buy
10,353
+1,943
+23% +$98.6K 0.24% 72
2016
Q4 		$404K Sell
8,410
-1,186
-12% -$58.6K 0.2% 74
2016
Q3 		$517K Sell
9,596
-202
-2% -$11.1K 0.27% 62
2016
Q2 		$530K Buy
9,798
+672
+7% +$35.4K 0.29% 55
2016
Q1 		$463K Buy
9,126
+1,615
+22% +$80.4K 0.28% 64
2015
Q4 		$378K Buy
+7,511
New +$383K 0.26% 64

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Wellesley Investment Partners's GSK Position: Q4 2018 in Review

Wellesley Investment Partners sold out of GSK (GSK) in Q4 2018, closing a stake of 14,995 shares — an estimated $752K sold.

Wellesley Investment Partners first reported a position in GSK in Q4 2015 and held it in 12 quarters. The position peaked at $752K in Q3 2018. 799 funds tracked by Wall St. Rank hold GSK as of Q4 2018.

  • Wellesley Investment Partners reported no remaining GSK position as of Q4 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 14,995 GSK shares in Q4 2018, an estimated $752K.
  • Wellesley Investment Partners first reported a position in GSK in Q4 2015 and held it in 12 quarters.
  • Wellesley Investment Partners's GSK position peaked at $752K in Q3 2018.
  • 799 funds tracked by Wall St. Rank held GSK as of Q4 2018.

Based on Wellesley Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.