Constellation Wealth Advisors’s General Motors GM Stock Holding History

Constellation Wealth 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
2015 Q3	$10.7M	Sell	356,718 -1,203	-0.3%	-$36.8K	1.19%	18
2015 Q2	$11.9M	Buy	357,921 +621	+0.2%	+$22.1K	1.01%	18
2015 Q1	$13.4M	Buy	357,300 +136,280	+62%	+$4.96M	1.18%	12
2014 Q4	$7.72M	Buy	+221,020	New	+$7.06M	0.64%	35

Other funds holding GM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Constellation Wealth Advisors's GM Position: Q3 2015 in Review

Constellation Wealth Advisors reduced its General Motors (GM) stake by 0.34% in Q3 2015, selling an estimated $36.8K and leaving 356,718 shares worth $10.7M. The position accounts for 1.19% of the portfolio, ranked #18.

Constellation Wealth Advisors first reported a position in GM in Q4 2014 and has held it in 4 quarters since. The position peaked at $13.4M in Q1 2015. 862 funds tracked by Wall St. Rank hold GM as of Q3 2015.

Constellation Wealth Advisors held 356,718 shares of General Motors worth $10.7M as of Q3 2015.
Constellation Wealth Advisors sold 1,203 General Motors shares in Q3 2015, an estimated $36.8K.
General Motors made up 1.19% of Constellation Wealth Advisors's portfolio in Q3 2015, its #18 holding.
Constellation Wealth Advisors first reported a position in General Motors in Q4 2014 and has held it in 4 quarters since.
Constellation Wealth Advisors's General Motors position peaked at $13.4M in Q1 2015.
862 funds tracked by Wall St. Rank held General Motors as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.