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Joel Isaacson & Co’s General Motors GM Stock Holding History

Joel Isaacson & Co’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
-101
Closed -$3K – 669
2016
Q3 		$3K Hold
101
– – ﹤0.01% 648
2016
Q2 		$3K Hold
101
– – ﹤0.01% 646
2016
Q1 		$3K Sell
101
-1,500
-94% -$45.1K ﹤0.01% 697
2015
Q4 		$54K Sell
1,601
-756
-32% -$26.3K 0.01% 316
2015
Q3 		$71K Buy
2,357
+1,456
+162% +$44.6K 0.02% 269
2015
Q2 		$30K Sell
901
-238
-21% -$8.49K 0.01% 436
2015
Q1 		$43K Buy
1,139
+523
+85% +$19K 0.01% 377
2014
Q4 		$22K Buy
616
+116
+23% +$3.7K 0.01% 423
2014
Q3 		$16K Hold
500
– – ﹤0.01% 443
2014
Q2 		$18K Buy
+500
New +$17.4K 0.01% 422

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Joel Isaacson & Co's GM Position: Q4 2016 in Review

Joel Isaacson & Co sold out of General Motors (GM) in Q4 2016, closing a stake of 101 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in GM in Q2 2014 and held it in 10 quarters. The position peaked at $71K in Q3 2015. 969 funds tracked by Wall St. Rank hold GM as of Q4 2016.

  • Joel Isaacson & Co reported no remaining General Motors position as of Q4 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 101 General Motors shares in Q4 2016, an estimated $3K.
  • Joel Isaacson & Co first reported a position in General Motors in Q2 2014 and held it in 10 quarters.
  • Joel Isaacson & Co's General Motors position peaked at $71K in Q3 2015.
  • 969 funds tracked by Wall St. Rank held General Motors as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.