Independent Portfolio Consultants’s General Motors GM Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$730K	Buy	+20,912	New	+$710K	0.3%	105
2017 Q1	–	Sell	-47	Closed	-$2K	–	848
2016 Q4	$2K	Buy	+47	New	+$1.58K	﹤0.01%	751
2015 Q2	–	Sell	-17,409	Closed	-$653K	–	931
2015 Q1	$653K	Sell	17,409 -119	-0.7%	-$4.33K	0.13%	202
2014 Q4	$612K	Sell	17,528 -1,625	-8%	-$51.9K	0.12%	224
2014 Q3	$612K	Buy	19,153 +190	+1%	+$6.62K	0.17%	180
2014 Q2	$688K	Sell	18,963 -120	-0.6%	-$4.18K	0.19%	150
2014 Q1	$656K	Buy	19,083 +1,280	+7%	+$47K	0.21%	154
2013 Q4	$728K	Sell	17,803 -151	-0.8%	-$5.71K	0.25%	122
2013 Q3	$646K	Sell	17,954 -1,691	-9%	-$60.6K	0.26%	129
2013 Q2	$654K	Buy	+19,645	New	+$622K	0.29%	95

Other funds holding GM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Independent Portfolio Consultants's GM Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in General Motors (GM) in Q2 2017: 20,912 shares worth $730K. The stake represents 0.3% of the portfolio and ranks #105 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in GM as recently as Q4 2016.

Independent Portfolio Consultants first reported a position in GM in Q2 2013 and has held it in 10 quarters since. 956 funds tracked by Wall St. Rank hold GM as of Q2 2017.

Independent Portfolio Consultants held 20,912 shares of General Motors worth $730K as of Q2 2017.
General Motors was a new Independent Portfolio Consultants position in Q2 2017.
General Motors made up 0.3% of Independent Portfolio Consultants's portfolio in Q2 2017, its #105 holding.
Independent Portfolio Consultants first reported a position in General Motors in Q2 2013 and has held it in 10 quarters since.
956 funds tracked by Wall St. Rank held General Motors as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.