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Elite Wealth Management’s General Motors GM Stock Holding History

Elite 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
2014
Q2 		– Sell
-18,000
Closed -$628K – 467
2014
Q1 		$620K Sell
18,000
-122
-0.7% -$4.48K 0.5% 44
2013
Q4 		$741K Buy
18,122
+122
+0.7% +$4.61K 0.54% 43
2013
Q3 		$647K Hold
18,000
– – 0.57% 41
2013
Q2 		$600K Buy
+18,000
New +$570K 0.88% 32

Other funds holding GM

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Elite Wealth Management's GM Position: Q2 2014 in Review

Elite Wealth Management sold out of General Motors (GM) in Q2 2014, closing a stake of 18,000 shares — an estimated $628K sold.

Elite Wealth Management first reported a position in GM in Q2 2013 and held it in 4 quarters. The position peaked at $741K in Q4 2013. 828 funds tracked by Wall St. Rank hold GM as of Q2 2014.

  • Elite Wealth Management reported no remaining General Motors position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 18,000 General Motors shares in Q2 2014, an estimated $628K.
  • Elite Wealth Management first reported a position in General Motors in Q2 2013 and held it in 4 quarters.
  • Elite Wealth Management's General Motors position peaked at $741K in Q4 2013.
  • 828 funds tracked by Wall St. Rank held General Motors as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.