Klingman & Associates’s General Motors GM Stock Holding History

Klingman & Associates’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	-98	Closed	-$3K	–	184
2016 Q3	$3K	Buy	98 +47	+92%	+$1.47K	﹤0.01%	342
2016 Q2	$1K	Hold	51	–	–	﹤0.01%	369
2016 Q1	$2K	Hold	51	–	–	﹤0.01%	362
2015 Q4	$2K	Hold	51	–	–	﹤0.01%	372
2015 Q3	$1K	Buy	51 +15	+42%	+$459	﹤0.01%	405
2015 Q2	$1K	Hold	36	–	–	﹤0.01%	395
2015 Q1	$1K	Hold	36	–	–	﹤0.01%	362
2014 Q4	$1K	Buy	+36	New	+$1.15K	﹤0.01%	368

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 $3.38T AUM 44.17% 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 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Klingman & Associates's GM Position: Q4 2016 in Review

Klingman & Associates sold out of General Motors (GM) in Q4 2016, closing a stake of 98 shares — an estimated $3K sold.

Klingman & Associates first reported a position in GM in Q4 2014 and held it in 8 quarters. The position peaked at $3K in Q3 2016. 969 funds tracked by Wall St. Rank hold GM as of Q4 2016.

Klingman & Associates reported no remaining General Motors position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 98 General Motors shares in Q4 2016, an estimated $3K.
Klingman & Associates first reported a position in General Motors in Q4 2014 and held it in 8 quarters.
Klingman & Associates's General Motors position peaked at $3K in Q3 2016.
969 funds tracked by Wall St. Rank held General Motors as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.