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Baltimore-Washington Financial Advisors’s General Motors GM Stock Holding History

Baltimore-Washington Financial Advisors’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
2015
Q4 		– Sell
-1
Closed – – 156
2015
Q3 		$0 Buy
+1
New +$31 ﹤0.01% 278
2014
Q3 		– Sell
-1,005
Closed -$36K – 308
2014
Q2 		$36K Buy
+1,005
New +$35K 0.01% 177
2014
Q1 		– Sell
-975
Closed -$40K – 252
2013
Q4 		$40K Buy
+975
New +$36.8K 0.01% 178

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baltimore-Washington Financial Advisors's GM Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of General Motors (GM) in Q4 2015, closing a stake of 1 share.

Baltimore-Washington Financial Advisors first reported a position in GM in Q4 2013 and held it in 3 quarters. The position peaked at $40K in Q4 2013. 932 funds tracked by Wall St. Rank hold GM as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining General Motors position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1 General Motors share in Q4 2015.
  • Baltimore-Washington Financial Advisors first reported a position in General Motors in Q4 2013 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's General Motors position peaked at $40K in Q4 2013.
  • 932 funds tracked by Wall St. Rank held General Motors as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.