Integrated Wealth Management (Palm Desert)’s General Motors GM Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-1,486	Closed	-$47K	–	544
2016 Q3	$47K	Sell	1,486 -628	-30%	-$19.6K	0.02%	420
2016 Q2	$60K	Buy	2,114 +695	+49%	+$21.1K	0.02%	378
2016 Q1	$45K	Sell	1,419 -106	-7%	-$3.19K	0.02%	407
2015 Q4	$52K	Buy	1,525 +1	+0.1%	+$35	0.02%	384
2015 Q3	$46K	Sell	1,524 -19	-1%	-$582	0.02%	397
2015 Q2	$51K	Buy	1,543 +24	+2%	+$856	0.02%	393
2015 Q1	$56K	Buy	+1,519	New	+$55.2K	0.02%	372

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s GM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of General Motors (GM) in Q4 2016, closing a stake of 1,486 shares — an estimated $47K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GM in Q1 2015 and held it in 7 quarters. The position peaked at $60K in Q2 2016. 970 funds tracked by Wall St. Rank hold GM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining General Motors position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,486 General Motors shares in Q4 2016, an estimated $47K.
Integrated Wealth Management (Palm Desert) first reported a position in General Motors in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s General Motors position peaked at $60K in Q2 2016.
970 funds tracked by Wall St. Rank held General Motors as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.