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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s GM Position: Q3 2018 in Review

Asset Planning Services (Pennsylvania) sold out of General Motors (GM) in Q3 2018, closing a stake of 433 shares — an estimated $17K sold.

Asset Planning Services (Pennsylvania) first reported a position in GM in Q3 2015 and held it in 12 quarters. The position peaked at $65K in Q2 2016. 1,034 funds tracked by Wall St. Rank hold GM as of Q3 2018.

Asset Planning Services (Pennsylvania) reported no remaining General Motors position as of Q3 2018 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 433 General Motors shares in Q3 2018, an estimated $17K.
Asset Planning Services (Pennsylvania) first reported a position in General Motors in Q3 2015 and held it in 12 quarters.
Asset Planning Services (Pennsylvania)'s General Motors position peaked at $65K in Q2 2016.
1,034 funds tracked by Wall St. Rank held General Motors as of Q3 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.