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 Q4	–	Sell	-205	Closed	-$3K	–	203
2014 Q3	$3K	Sell	205 -1	-0.5%	-$35	﹤0.01%	434
2014 Q2	$4K	Buy	+206	New	+$7.18K	﹤0.01%	326
2014 Q1	–	Sell	-1,066	Closed	-$13K	–	463
2013 Q4	$13K	Buy	+1,066	New	+$40.3K	0.01%	328

Other funds holding GM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.