JWM
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Jacobus Wealth Management’s General Motors GM Stock Holding History

Jacobus Wealth Management’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
-3,600
Closed -$122K – 273
2015
Q4 		$122K Buy
+3,600
New +$125K 0.04% 256

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Franklin Resources
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jacobus Wealth Management's GM Position: Q1 2016 in Review

Jacobus Wealth Management sold out of General Motors (GM) in Q1 2016, closing a stake of 3,600 shares — an estimated $122K sold.

Jacobus Wealth Management first reported a position in GM in Q4 2015 and held it in 1 quarter. The position peaked at $122K in Q4 2015. 919 funds tracked by Wall St. Rank hold GM as of Q1 2016.

  • Jacobus Wealth Management reported no remaining General Motors position as of Q1 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 3,600 General Motors shares in Q1 2016, an estimated $122K.
  • Jacobus Wealth Management first reported a position in General Motors in Q4 2015 and held it in 1 quarter.
  • Jacobus Wealth Management's General Motors position peaked at $122K in Q4 2015.
  • 919 funds tracked by Wall St. Rank held General Motors as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.