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Chessman Wealth Strategies RIA’s General Motors GM Stock Holding History

Chessman Wealth Strategies RIA’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
-318
Closed -$11K – 80
2018
Q3 		$11K Buy
+318
New +$11.7K 0.01% 123

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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 $1.02T AUM 30.18% 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

Chessman Wealth Strategies RIA's GM Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of General Motors (GM) in Q4 2018, closing a stake of 318 shares — an estimated $11K sold.

Chessman Wealth Strategies RIA first reported a position in GM in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining General Motors position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 318 General Motors shares in Q4 2018, an estimated $11K.
  • Chessman Wealth Strategies RIA first reported a position in General Motors in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's General Motors position peaked at $11K in Q3 2018.
  • 1,044 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.