Clear Perspective Advisors’s General Motors GM Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-100	Closed	-$4K	–	250
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	428
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	411
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	399
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	398
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	418
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	359
2016 Q4	$3K	Buy	+100	New	+$3.36K	﹤0.01%	365

Other funds holding GM

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

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

BlackRock New York $6.73T AUM 46.02% 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Perspective Advisors's GM Position: Q3 2018 in Review

Clear Perspective Advisors sold out of General Motors (GM) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in GM in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q2 2018. 1,034 funds tracked by Wall St. Rank hold GM as of Q3 2018.

Clear Perspective Advisors reported no remaining General Motors position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 100 General Motors shares in Q3 2018, an estimated $4K.
Clear Perspective Advisors first reported a position in General Motors in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's General Motors position peaked at $4K in Q2 2018.
1,034 funds tracked by Wall St. Rank held General Motors as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.