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Asset Planning Services (Pennsylvania)’s General Motors GM Stock Holding History

Asset Planning Services (Pennsylvania)’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
2018
Q3 		– Sell
-433
Closed -$17K – 271
2018
Q2 		$17K Buy
433
+3
+0.7% +$118 0.01% 173
2018
Q1 		$16K Buy
430
+5
+1% +$203 0.01% 180
2017
Q4 		$17K Buy
425
+4
+1% +$174 0.01% 180
2017
Q3 		$17K Buy
421
+4
+1% +$146 0.01% 201
2017
Q2 		$15K Buy
417
+103
+33% +$3.5K 0.01% 196
2017
Q1 		$11K Buy
314
+3
+1% +$110 0.01% 215
2016
Q4 		$11K Buy
311
+4
+1% +$134 0.01% 194
2016
Q3 		$10K Sell
307
-1,997
-87% -$62.4K 0.01% 187
2016
Q2 		$65K Buy
2,304
+2,000
+658% +$60.7K 0.06% 122
2016
Q1 		$10K Hold
304
– – 0.01% 189
2015
Q4 		$10K Hold
304
– – 0.01% 164
2015
Q3 		$9K Buy
+304
New +$9.31K 0.01% 162

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return