APP
GM.WS.B

Avantax Planning Partners’s General Motors Company GM.WS.B Stock Holding History

Avantax Planning Partners’s Portfolio GM.WS.B Stock Details GM.WS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-626
Closed -$10K – 1413
2018
Q3 		$10K Buy
+626
New +$12.1K ﹤0.01% 899
2018
Q2 		– Sell
-633
Closed -$12K – 1771
2018
Q1 		$12K Buy
+633
New +$14.6K ﹤0.01% 985

Other funds holding GM.WS.B

ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
HCM
Horiko Capital Management New York $434M AUM 47.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Avantax Planning Partners's GM.WS.B Position: Q4 2018 in Review

Avantax Planning Partners sold out of General Motors Company (GM.WS.B) in Q4 2018, closing a stake of 626 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in GM.WS.B in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 112 funds tracked by Wall St. Rank hold GM.WS.B as of Q4 2018.

  • Avantax Planning Partners reported no remaining General Motors Company position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 626 General Motors Company shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in General Motors Company in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's General Motors Company position peaked at $12K in Q1 2018.
  • 112 funds tracked by Wall St. Rank held General Motors Company as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.