Integrated Wealth Counsel’s General Motors GM Stock Holding History

Integrated Wealth Counsel’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 Q4	–	Sell	-38	Closed	-$1K	–	219
2016 Q3	$1K	Buy	+38	New	+$1.19K	﹤0.01%	211
2013 Q3	–	Sell	-750	Closed	-$25K	–	200
2013 Q2	$25K	Buy	+750	New	+$23.8K	0.02%	133

Other funds holding GM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Integrated Wealth Counsel's GM Position: Q4 2016 in Review

Integrated Wealth Counsel sold out of General Motors (GM) in Q4 2016, closing a stake of 38 shares — an estimated $1K sold.

Integrated Wealth Counsel first reported a position in GM in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q2 2013. 969 funds tracked by Wall St. Rank hold GM as of Q4 2016.

Integrated Wealth Counsel reported no remaining General Motors position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Counsel sold 38 General Motors shares in Q4 2016, an estimated $1K.
Integrated Wealth Counsel first reported a position in General Motors in Q2 2013 and held it in 2 quarters.
Integrated Wealth Counsel's General Motors position peaked at $25K in Q2 2013.
969 funds tracked by Wall St. Rank held General Motors as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.