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Advisor Group’s General Motors GM Stock Holding History

Advisor Group’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5.25M Sell
143,505
-714
-0.5% -$25.9K 0.04% 403
2019
Q3 		$5.41M Buy
144,219
+4,469
+3% +$172K 0.04% 386
2019
Q2 		$5.39M Sell
139,750
-50,543
-27% -$1.89M 0.04% 367
2019
Q1 		$7.06M Buy
190,293
+5,696
+3% +$216K 0.06% 294
2018
Q4 		$6.18M Buy
184,597
+57,288
+45% +$1.98M 0.06% 266
2018
Q3 		$4.29M Buy
127,309
+6,730
+6% +$248K 0.04% 368
2018
Q2 		$4.75M Sell
120,579
-2,404
-2% -$94.7K 0.07% 257
2018
Q1 		$4.47M Sell
122,983
-21,403
-15% -$868K 0.06% 276
2017
Q4 		$5.92M Sell
144,386
-8,367
-5% -$363K 0.08% 222
2017
Q3 		$6.17M Buy
152,753
+5,314
+4% +$194K 0.1% 191
2017
Q2 		$5.15M Buy
147,439
+5,806
+4% +$197K 0.09% 218
2017
Q1 		$5.01M Buy
141,633
+22,820
+19% +$834K 0.1% 210
2016
Q4 		$4.14M Buy
118,813
+5,918
+5% +$199K 0.09% 233
2016
Q3 		$3.59M Buy
112,895
+10,143
+10% +$317K 0.09% 255
2016
Q2 		$2.9M Buy
+102,752
New +$3.12M 0.08% 283

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Advisor Group's GM Position: Q4 2019 in Review

Advisor Group reduced its General Motors (GM) stake by 0.5% in Q4 2019, selling an estimated $25.9K and leaving 143,505 shares worth $5.25M. The position accounts for 0.04% of the portfolio, ranked #403.

Advisor Group first reported a position in GM in Q2 2016 and has held it in 15 quarters since. The position peaked at $7.06M in Q1 2019. 1,053 funds tracked by Wall St. Rank hold GM as of Q4 2019.

  • Advisor Group held 143,505 shares of General Motors worth $5.25M as of Q4 2019.
  • Advisor Group sold 714 General Motors shares in Q4 2019, an estimated $25.9K.
  • General Motors made up 0.04% of Advisor Group's portfolio in Q4 2019, its #403 holding.
  • Advisor Group first reported a position in General Motors in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's General Motors position peaked at $7.06M in Q1 2019.
  • 1,053 funds tracked by Wall St. Rank held General Motors as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.