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Eads & Heald Wealth Management’s General Motors GM Stock Holding History

Eads & Heald Wealth Management’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
Q1 		– Sell
-5,850
Closed -$240K – 126
2017
Q4 		$240K Sell
5,850
-25
-0.4% -$1.08K 0.14% 119
2017
Q3 		$237K Sell
5,875
-35
-0.6% -$1.28K 0.15% 122
2017
Q2 		$206K Buy
5,910
+165
+3% +$5.6K 0.13% 125
2017
Q1 		$203K Sell
5,745
-180
-3% -$6.58K 0.13% 125
2016
Q4 		$206K Buy
+5,925
New +$199K 0.14% 123
2016
Q1 		– Sell
-5,960
Closed -$203K – 132
2015
Q4 		$203K Sell
5,960
-2,425
-29% -$84.2K 0.14% 128
2015
Q3 		$252K Buy
+8,385
New +$257K 0.18% 125

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Eads & Heald Wealth Management's GM Position: Q1 2018 in Review

Eads & Heald Wealth Management sold out of General Motors (GM) in Q1 2018, closing a stake of 5,850 shares — an estimated $240K sold.

Eads & Heald Wealth Management first reported a position in GM in Q3 2015 and held it in 7 quarters. The position peaked at $252K in Q3 2015. 1,066 funds tracked by Wall St. Rank hold GM as of Q1 2018.

  • Eads & Heald Wealth Management reported no remaining General Motors position as of Q1 2018 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 5,850 General Motors shares in Q1 2018, an estimated $240K.
  • Eads & Heald Wealth Management first reported a position in General Motors in Q3 2015 and held it in 7 quarters.
  • Eads & Heald Wealth Management's General Motors position peaked at $252K in Q3 2015.
  • 1,066 funds tracked by Wall St. Rank held General Motors as of Q1 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.