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WFG Advisors’s GSK GSK Stock Holding History

WFG Advisors’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
Q2 		$271K Buy
5,032
+718
+17% +$38.3K 0.06% 299
2017
Q1 		$227K Buy
4,314
+304
+8% +$15.4K 0.06% 306
2016
Q4 		$193K Buy
4,010
+315
+9% +$15.6K 0.05% 395
2016
Q3 		$199K Buy
3,695
+618
+20% +$33.9K 0.05% 377
2016
Q2 		$167K Buy
3,077
+994
+48% +$52.4K 0.04% 384
2016
Q1 		$106K Sell
2,083
-195
-9% -$9.71K 0.03% 460
2015
Q4 		$115K Sell
2,278
-303
-12% -$15.4K 0.03% 431
2015
Q3 		$124K Buy
2,581
+9
+0.3% +$469 0.04% 407
2015
Q2 		$134K Buy
2,572
+574
+29% +$32.3K 0.04% 457
2015
Q1 		$115K Sell
1,998
-1,279
-39% -$73.3K 0.03% 490
2014
Q4 		$175K Sell
3,277
-868
-21% -$48.6K 0.04% 471
2014
Q3 		$238K Buy
4,145
+66
+2% +$4.05K 0.05% 406
2014
Q2 		$273K Buy
4,079
+641
+19% +$43.4K 0.05% 379
2014
Q1 		$230K Sell
3,438
-555
-14% -$37.5K 0.05% 402
2013
Q4 		$266K Sell
3,993
-56
-1% -$3.63K 0.04% 445
2013
Q3 		$254K Sell
4,049
-243
-6% -$15.6K 0.04% 424
2013
Q2 		$268K Buy
+4,292
New +$272K 0.04% 395

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's GSK Position: Q2 2017 in Review

WFG Advisors increased its GSK (GSK) stake by 17% in Q2 2017, buying an estimated $38.3K and bringing the position to 5,032 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #299.

WFG Advisors first reported a position in GSK in Q2 2013 and has held it in 17 quarters since. The position peaked at $273K in Q2 2014. 779 funds tracked by Wall St. Rank hold GSK as of Q2 2017.

  • WFG Advisors held 5,032 shares of GSK worth $271K as of Q2 2017.
  • WFG Advisors bought 718 GSK shares in Q2 2017, an estimated $38.3K.
  • GSK made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #299 holding.
  • WFG Advisors first reported a position in GSK in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's GSK position peaked at $273K in Q2 2014.
  • 779 funds tracked by Wall St. Rank held GSK as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.