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Holistic Financial Partners’s General Motors GM Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-142
Closed -$5K – 166
2018
Q1 		$5K Hold
142
– – ﹤0.01% 369
2017
Q4 		$6K Buy
+142
New +$6.16K ﹤0.01% 364

Other funds holding GM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holistic Financial Partners's GM Position: Q2 2018 in Review

Holistic Financial Partners sold out of General Motors (GM) in Q2 2018, closing a stake of 142 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in GM in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 1,085 funds tracked by Wall St. Rank hold GM as of Q2 2018.

  • Holistic Financial Partners reported no remaining General Motors position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 142 General Motors shares in Q2 2018, an estimated $5K.
  • Holistic Financial Partners first reported a position in General Motors in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's General Motors position peaked at $6K in Q4 2017.
  • 1,085 funds tracked by Wall St. Rank held General Motors as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.