Hefty Wealth Partners’s General Motors GM Stock Holding History

Hefty Wealth Partners’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	–	Sell	-50	Closed	-$1K	–	221
2015 Q4	$1K	Buy	+50	New	+$1.74K	﹤0.01%	201

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 $3.38T AUM 44.17% 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 16.07% 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

Hefty Wealth Partners's GM Position: Q1 2016 in Review

Hefty Wealth Partners sold out of General Motors (GM) in Q1 2016, closing a stake of 50 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in GM in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 919 funds tracked by Wall St. Rank hold GM as of Q1 2016.

Hefty Wealth Partners reported no remaining General Motors position as of Q1 2016 after selling out during the quarter.
Hefty Wealth Partners sold 50 General Motors shares in Q1 2016, an estimated $1K.
Hefty Wealth Partners first reported a position in General Motors in Q4 2015 and held it in 1 quarter.
Hefty Wealth Partners's General Motors position peaked at $1K in Q4 2015.
919 funds tracked by Wall St. Rank held General Motors as of Q1 2016.

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