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Aris Wealth Services’s General Motors GM Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-1,365
Closed -$45K – 430
2015
Q2 		$45K Buy
+1,365
New +$48.7K 0.04% 227

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Berkshire Hathaway
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Franklin Resources
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aris Wealth Services's GM Position: Q3 2015 in Review

Aris Wealth Services sold out of General Motors (GM) in Q3 2015, closing a stake of 1,365 shares — an estimated $45K sold.

Aris Wealth Services first reported a position in GM in Q2 2015 and held it in 1 quarter. The position peaked at $45K in Q2 2015. 862 funds tracked by Wall St. Rank hold GM as of Q3 2015.

  • Aris Wealth Services reported no remaining General Motors position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,365 General Motors shares in Q3 2015, an estimated $45K.
  • Aris Wealth Services first reported a position in General Motors in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's General Motors position peaked at $45K in Q2 2015.
  • 862 funds tracked by Wall St. Rank held General Motors as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.