Asset Planning Services Inc’s General Motors GM Stock Holding History

Asset Planning Services Inc’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
2020 Q1	–	Sell	-114,210	Closed	-$4.18M	–	37
2019 Q4	$4.18M	Buy	114,210 +800	+0.7%	+$29.1K	2.66%	25
2019 Q3	$4.25M	Sell	113,410 -1,150	-1%	-$44.2K	2.76%	22
2019 Q2	$4.41M	Buy	114,560 +6,125	+6%	+$230K	2.87%	19
2019 Q1	$4.02M	Buy	108,435 +100	+0.1%	+$3.8K	2.76%	19
2018 Q4	$3.62M	Sell	108,335 -1,425	-1%	-$49.2K	2.75%	19
2018 Q3	$3.7M	Sell	109,760 -200	-0.2%	-$7.37K	2.53%	25
2018 Q2	$4.33M	Buy	109,960 +5,100	+5%	+$201K	3.11%	17
2018 Q1	$3.81M	Buy	104,860 +8,400	+9%	+$341K	2.82%	22
2017 Q4	$3.95M	Buy	96,460 +5,250	+6%	+$228K	2.79%	24
2017 Q3	$3.68M	Hold	91,210	–	–	2.98%	22
2017 Q2	$3.19M	Hold	91,210	–	–	2.68%	28
2017 Q1	$3.23M	Buy	91,210 +2,950	+3%	+$108K	2.74%	27
2016 Q4	$3.08M	Buy	+88,260	New	+$2.97M	2.89%	26

Other funds holding GM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

Berkshire Hathaway

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

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T 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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return