CA
GM.WS.B

CapWealth Advisors’s General Motors Company GM.WS.B Stock Holding History

CapWealth Advisors’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
2014
Q4 		– Sell
-95
Closed -$1K – 311
2014
Q3 		$1K Hold
95
– – ﹤0.01% 354
2014
Q2 		$2K Hold
95
– – ﹤0.01% 337
2014
Q1 		$2K Hold
95
– – ﹤0.01% 351
2013
Q4 		$2K Buy
95
+4
+4% +$81 ﹤0.01% 349
2013
Q3 		$2K Hold
91
– – ﹤0.01% 419
2013
Q2 		$1K Buy
+91
New +$1.36K ﹤0.01% 425

Other funds holding GM.WS.B

DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
AH
Achievement Holdings Chicago, Illinois $1.2B AUM 9.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

CapWealth Advisors's GM.WS.B Position: Q4 2014 in Review

CapWealth Advisors sold out of General Motors Company (GM.WS.B) in Q4 2014, closing a stake of 95 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in GM.WS.B in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q2 2014. 155 funds tracked by Wall St. Rank hold GM.WS.B as of Q4 2014.

  • CapWealth Advisors reported no remaining General Motors Company position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 95 General Motors Company shares in Q4 2014, an estimated $1K.
  • CapWealth Advisors first reported a position in General Motors Company in Q2 2013 and held it in 6 quarters.
  • CapWealth Advisors's General Motors Company position peaked at $2K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held General Motors Company as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.