Gupta Wealth Management’s General Motors GM Stock Holding History

Gupta 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
2016 Q1	$131K	Sell	4,178 -2,040	-33%	-$61.4K	0.03%	290
2015 Q4	$211K	Buy	6,218 +1,100	+21%	+$38.2K	0.05%	244
2015 Q3	$154K	Sell	5,118 -924	-15%	-$28.3K	0.04%	282
2015 Q2	$201K	Buy	6,042 +1,000	+20%	+$35.7K	0.05%	255
2015 Q1	$189K	Buy	+5,042	New	+$183K	0.06%	225

Other funds holding GM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gupta Wealth Management's GM Position: Q1 2016 in Review

Gupta Wealth Management reduced its General Motors (GM) stake by 33% in Q1 2016, selling an estimated $61.4K and leaving 4,178 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #290.

Gupta Wealth Management first reported a position in GM in Q1 2015 and has held it in 5 quarters since. The position peaked at $211K in Q4 2015. 919 funds tracked by Wall St. Rank hold GM as of Q1 2016.

Gupta Wealth Management held 4,178 shares of General Motors worth $131K as of Q1 2016.
Gupta Wealth Management sold 2,040 General Motors shares in Q1 2016, an estimated $61.4K.
General Motors made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #290 holding.
Gupta Wealth Management first reported a position in General Motors in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's General Motors position peaked at $211K in Q4 2015.
919 funds tracked by Wall St. Rank held General Motors as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.