Archford Capital Strategies’s General Motors GM Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-959	Closed	-$37K	–	336
2019 Q2	$37K	Buy	959 +2	+0.2%	+$75	0.01%	301
2019 Q1	$36K	Sell	957 -85	-8%	-$3.23K	0.01%	294
2018 Q4	$35K	Sell	1,042 -5,285	-84%	-$182K	0.01%	284
2018 Q3	$213K	Sell	6,327 -973	-13%	-$35.8K	0.08%	204
2018 Q2	$288K	Buy	+7,300	New	+$287K	0.1%	189
2018 Q1	–	Sell	-8,969	Closed	-$368K	–	684
2017 Q4	$368K	Buy	+8,969	New	+$389K	0.14%	162
2017 Q2	–	Sell	-198	Closed	-$7K	–	354
2017 Q1	$7K	Buy	198 +2	+1%	+$73	﹤0.01%	439
2016 Q4	$6K	Buy	196 +2	+1%	+$67	﹤0.01%	398
2016 Q3	$6K	Sell	194 -19	-9%	-$593	﹤0.01%	400
2016 Q2	$6K	Buy	+213	New	+$6.47K	﹤0.01%	448
2016 Q1	–	Sell	-190	Closed	-$7K	–	337
2015 Q4	$7K	Buy	190 +2	+1%	+$69	﹤0.01%	504
2015 Q3	$6K	Hold	188	–	–	﹤0.01%	403
2015 Q2	$6K	Hold	188	–	–	﹤0.01%	355
2015 Q1	$7.05K	Hold	188	–	–	﹤0.01%	367
2014 Q4	$7K	Hold	188	–	–	0.01%	376
2014 Q3	$6K	Buy	188 +87	+86%	+$3.03K	﹤0.01%	386
2014 Q2	$3.67K	Hold	101	–	–	﹤0.01%	548
2014 Q1	$3.48K	Buy	+101	New	+$3.71K	﹤0.01%	569

Other funds holding GM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return