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Bar Harbor Wealth Management’s General Motors GM Stock Holding History

Bar Harbor Wealth Management’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
Q4 		– Sell
-6,041
Closed -$203K – 288
2018
Q3 		$203K Sell
6,041
-65
-1% -$2.4K 0.02% 299
2018
Q2 		$241K Buy
+6,106
New +$240K 0.03% 276
2017
Q1 		– Sell
-12,858
Closed -$448K – 341
2016
Q4 		$448K Hold
12,858
– – 0.05% 232
2016
Q3 		$408K Buy
12,858
+3,116
+32% +$97.3K 0.05% 239
2016
Q2 		$276K Sell
9,742
-561
-5% -$17K 0.03% 273
2016
Q1 		$324K Sell
10,303
-202
-2% -$6.08K 0.04% 240
2015
Q4 		$357K Buy
10,505
+575
+6% +$20K 0.04% 214
2015
Q3 		$298K Buy
9,930
+3,590
+57% +$110K 0.04% 233
2015
Q2 		$211K Buy
6,340
+561
+10% +$20K 0.03% 273
2015
Q1 		$217K Buy
+5,779
New +$210K 0.03% 262

Other funds holding GM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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