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Financial Partners Capital Management’s General Motors GM Stock Holding History

Financial Partners Capital 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
Q4 		– Sell
-183,160
Closed -$6.17M – 84
2018
Q3 		$6.17M Buy
183,160
+636
+0.3% +$23.4K 1.75% 26
2018
Q2 		$7.19M Buy
182,524
+587
+0.3% +$23.1K 2.19% 22
2018
Q1 		$6.61M Sell
181,937
-2,720
-1% -$110K 1.99% 26
2017
Q4 		$7.57M Sell
184,657
-9,303
-5% -$404K 1.4% 27
2017
Q3 		$7.83M Sell
193,960
-9,214
-5% -$337K 1.5% 25
2017
Q2 		$7.1M Sell
203,174
-2,475
-1% -$84K 1.48% 28
2017
Q1 		$7.27M Sell
205,649
-8,090
-4% -$296K 1.6% 23
2016
Q4 		$7.45M Sell
213,739
-556
-0.3% -$18.7K 1.79% 23
2016
Q3 		$6.8M Buy
214,295
+6,191
+3% +$193K 1.73% 26
2016
Q2 		$5.89M Buy
208,104
+204
+0.1% +$6.19K 1.58% 27
2016
Q1 		$6.53M Buy
207,900
+1,061
+0.5% +$31.9K 1.62% 25
2015
Q4 		$7.04M Sell
206,839
-2,702
-1% -$93.9K 1.67% 23
2015
Q3 		$6.29M Buy
209,541
+3,700
+2% +$113K 1.58% 25
2015
Q2 		$6.86M Sell
205,841
-31,346
-13% -$1.12M 1.68% 20
2015
Q1 		$8.89M Buy
237,187
+6,416
+3% +$233K 2.23% 9
2014
Q4 		$8.06M Buy
230,771
+2,153
+0.9% +$68.8K 2.19% 13
2014
Q3 		$7.3M Sell
228,618
-19,155
-8% -$668K 2.1% 14
2014
Q2 		$8.99M Buy
247,773
+6,640
+3% +$232K 2.74% 5
2014
Q1 		$8.3M Buy
241,133
+37,161
+18% +$1.36M 2.69% 7
2013
Q4 		$8.34M Buy
203,972
+30,476
+18% +$1.15M 2.75% 9
2013
Q3 		$6.24M Buy
173,496
+955
+0.6% +$34.2K 2.48% 13
2013
Q2 		$5.75M Buy
+172,541
New +$5.47M 2.58% 13

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Financial Partners Capital Management's GM Position: Q4 2018 in Review

Financial Partners Capital Management sold out of General Motors (GM) in Q4 2018, closing a stake of 183,160 shares — an estimated $6.17M sold.

Financial Partners Capital Management first reported a position in GM in Q2 2013 and held it in 22 quarters. The position peaked at $8.99M in Q2 2014. 1,044 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Financial Partners Capital Management reported no remaining General Motors position as of Q4 2018 after selling out during the quarter.
  • Financial Partners Capital Management sold 183,160 General Motors shares in Q4 2018, an estimated $6.17M.
  • Financial Partners Capital Management first reported a position in General Motors in Q2 2013 and held it in 22 quarters.
  • Financial Partners Capital Management's General Motors position peaked at $8.99M in Q2 2014.
  • 1,044 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Financial Partners Capital Management's 13F filing for Q4 2018, filed 19 Feb 2019.