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Broadview Advisors’s General Motors GM Stock Holding History

Broadview 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
2017
Q4 		– Sell
-7,500
Closed -$303K – 107
2017
Q3 		$303K Sell
7,500
-9,750
-57% -$356K 0.04% 97
2017
Q2 		$603K Sell
17,250
-12,850
-43% -$436K 0.09% 88
2017
Q1 		$1.06M Sell
30,100
-150
-0.5% -$5.49K 0.15% 86
2016
Q4 		$1.05M Buy
30,250
+1,200
+4% +$40.3K 0.14% 81
2016
Q3 		$923K Hold
29,050
– – 0.13% 80
2016
Q2 		$822K Hold
29,050
– – 0.12% 83
2016
Q1 		$913K Sell
29,050
-14,700
-34% -$442K 0.13% 79
2015
Q4 		$1.49M Buy
43,750
+9,750
+29% +$339K 0.21% 77
2015
Q3 		$1.02M Hold
34,000
– – 0.14% 74
2015
Q2 		$1.13M Buy
+34,000
New +$1.21M 0.12% 86
2014
Q2 		– Sell
-22,600
Closed -$778K – 99
2014
Q1 		$778K Buy
+22,600
New +$830K 0.08% 93

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Broadview Advisors's GM Position: Q4 2017 in Review

Broadview Advisors sold out of General Motors (GM) in Q4 2017, closing a stake of 7,500 shares — an estimated $303K sold.

Broadview Advisors first reported a position in GM in Q1 2014 and held it in 11 quarters. The position peaked at $1.49M in Q4 2015. 1,072 funds tracked by Wall St. Rank hold GM as of Q4 2017.

  • Broadview Advisors reported no remaining General Motors position as of Q4 2017 after selling out during the quarter.
  • Broadview Advisors sold 7,500 General Motors shares in Q4 2017, an estimated $303K.
  • Broadview Advisors first reported a position in General Motors in Q1 2014 and held it in 11 quarters.
  • Broadview Advisors's General Motors position peaked at $1.49M in Q4 2015.
  • 1,072 funds tracked by Wall St. Rank held General Motors as of Q4 2017.

Based on Broadview Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.