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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Bar Harbor Wealth Management's GM Position: Q4 2018 in Review

Bar Harbor Wealth Management sold out of General Motors (GM) in Q4 2018, closing a stake of 6,041 shares — an estimated $203K sold.

Bar Harbor Wealth Management first reported a position in GM in Q1 2015 and held it in 10 quarters. The position peaked at $448K in Q4 2016. 1,045 funds tracked by Wall St. Rank hold GM as of Q4 2018.

Bar Harbor Wealth Management reported no remaining General Motors position as of Q4 2018 after selling out during the quarter.
Bar Harbor Wealth Management sold 6,041 General Motors shares in Q4 2018, an estimated $203K.
Bar Harbor Wealth Management first reported a position in General Motors in Q1 2015 and held it in 10 quarters.
Bar Harbor Wealth Management's General Motors position peaked at $448K in Q4 2016.
1,045 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.