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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Asset Planning Services Inc's GM Position: Q1 2020 in Review

Asset Planning Services Inc sold out of General Motors (GM) in Q1 2020, closing a stake of 114,210 shares — an estimated $4.18M sold.

Asset Planning Services Inc first reported a position in GM in Q4 2016 and held it in 13 quarters. The position peaked at $4.41M in Q2 2019. 868 funds tracked by Wall St. Rank hold GM as of Q1 2020.

  • Asset Planning Services Inc reported no remaining General Motors position as of Q1 2020 after selling out during the quarter.
  • Asset Planning Services Inc sold 114,210 General Motors shares in Q1 2020, an estimated $4.18M.
  • Asset Planning Services Inc first reported a position in General Motors in Q4 2016 and held it in 13 quarters.
  • Asset Planning Services Inc's General Motors position peaked at $4.41M in Q2 2019.
  • 868 funds tracked by Wall St. Rank held General Motors as of Q1 2020.

Based on Asset Planning Services Inc's 13F filing for Q1 2020, filed 16 Apr 2020.