WIL
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Winifred I. Li’s GSK GSK Stock Holding History

Winifred I. Li’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
2014
Q4 		$147K Sell
2,760
-1,600
-37% -$89.5K 0.14% 142
2014
Q3 		$251K Sell
4,360
-3,652
-46% -$224K 0.24% 95
2014
Q2 		$536K Hold
8,012
– – 0.46% 73
2014
Q1 		$536K Sell
8,012
-336
-4% -$22.7K 0.46% 76
2013
Q4 		$557K Buy
8,348
+1,600
+24% +$104K 0.48% 75
2013
Q3 		$423K Sell
6,748
-3,816
-36% -$246K 0.39% 88
2013
Q2 		$660K Buy
+10,564
New +$670K 0.61% 51

Other funds holding GSK

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winifred I. Li's GSK Position: Q4 2014 in Review

Winifred I. Li reduced its GSK (GSK) stake by 37% in Q4 2014, selling an estimated $89.5K and leaving 2,760 shares worth $147K. The position accounts for 0.14% of the portfolio, ranked #142.

Winifred I. Li first reported a position in GSK in Q2 2013 and has held it in 7 quarters since. The position peaked at $660K in Q2 2013. 729 funds tracked by Wall St. Rank hold GSK as of Q4 2014.

  • Winifred I. Li held 2,760 shares of GSK worth $147K as of Q4 2014.
  • Winifred I. Li sold 1,600 GSK shares in Q4 2014, an estimated $89.5K.
  • GSK made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #142 holding.
  • Winifred I. Li first reported a position in GSK in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's GSK position peaked at $660K in Q2 2013.
  • 729 funds tracked by Wall St. Rank held GSK as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.