EHWM
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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

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Harris Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return