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Gary Goldberg Planning Services’s General Motors GM Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-40
Closed -$1K – 340
2013
Q3 		$1K Hold
40
– – ﹤0.01% 353
2013
Q2 		$1K Buy
+40
New +$1.27K ﹤0.01% 359

Other funds holding GM

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gary Goldberg Planning Services's GM Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of General Motors (GM) in Q4 2013, closing a stake of 40 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in GM in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 902 funds tracked by Wall St. Rank hold GM as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining General Motors position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 40 General Motors shares in Q4 2013, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in General Motors in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's General Motors position peaked at $1K in Q3 2013.
  • 902 funds tracked by Wall St. Rank held General Motors as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.