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Goelzer Investment Management’s General Motors GM Stock Holding History

Goelzer Investment 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
-61,542
Closed -$1.97M – 200
2014
Q3 		$1.97M Buy
61,542
+31,615
+106% +$1.1M 0.33% 120
2014
Q2 		$1.09M Buy
29,927
+2,101
+8% +$73.3K 0.18% 136
2014
Q1 		$958K Buy
+27,826
New +$1.02M 0.17% 138

Other funds holding GM

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goelzer Investment Management's GM Position: Q4 2014 in Review

Goelzer Investment Management sold out of General Motors (GM) in Q4 2014, closing a stake of 61,542 shares — an estimated $1.97M sold.

Goelzer Investment Management first reported a position in GM in Q1 2014 and held it in 3 quarters. The position peaked at $1.97M in Q3 2014. 827 funds tracked by Wall St. Rank hold GM as of Q4 2014.

  • Goelzer Investment Management reported no remaining General Motors position as of Q4 2014 after selling out during the quarter.
  • Goelzer Investment Management sold 61,542 General Motors shares in Q4 2014, an estimated $1.97M.
  • Goelzer Investment Management first reported a position in General Motors in Q1 2014 and held it in 3 quarters.
  • Goelzer Investment Management's General Motors position peaked at $1.97M in Q3 2014.
  • 827 funds tracked by Wall St. Rank held General Motors as of Q4 2014.

Based on Goelzer Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.