L.J. Altfest & Co’s General Motors GM Stock Holding History

L.J. Altfest & 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
2018 Q1	–	Sell	-8,293	Closed	-$336K	–	160
2017 Q4	$340K	Buy	8,293 +123	+2%	+$5.34K	0.13%	120
2017 Q3	$330K	Sell	8,170 -280	-3%	-$10.2K	0.16%	113
2017 Q2	$295K	Sell	8,450 -41,120	-83%	-$1.4M	0.18%	116
2017 Q1	$1.75M	Sell	49,570 -4	-0%	-$146	0.7%	31
2016 Q4	$1.73M	Sell	49,574 -444	-0.9%	-$14.9K	0.86%	27
2016 Q3	$1.59M	Buy	50,018 +50	+0.1%	+$1.56K	1.06%	31
2016 Q2	$1.41M	Buy	49,968 +9,031	+22%	+$274K	0.99%	41
2016 Q1	$1.29M	Sell	40,937 -945	-2%	-$28.4K	1.32%	32
2015 Q4	$1.42M	Sell	41,882 -1,452	-3%	-$50.4K	1.39%	30
2015 Q3	$1.3M	Sell	43,334 -21	-0%	-$643	1.28%	32
2015 Q2	$1.45M	Buy	43,355 +1,165	+3%	+$41.6K	1.32%	31
2015 Q1	$1.58M	Buy	42,190 +4,787	+13%	+$174K	1.47%	26
2014 Q4	$1.31M	Buy	+37,403	New	+$1.19M	1.07%	39

Other funds holding GM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

L.J. Altfest & Co's GM Position: Q1 2018 in Review

L.J. Altfest & Co sold out of General Motors (GM) in Q1 2018, closing a stake of 8,293 shares — an estimated $336K sold.

L.J. Altfest & Co first reported a position in GM in Q4 2014 and held it in 13 quarters. The position peaked at $1.75M in Q1 2017. 1,066 funds tracked by Wall St. Rank hold GM as of Q1 2018.

L.J. Altfest & Co reported no remaining General Motors position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 8,293 General Motors shares in Q1 2018, an estimated $336K.
L.J. Altfest & Co first reported a position in General Motors in Q4 2014 and held it in 13 quarters.
L.J. Altfest & Co's General Motors position peaked at $1.75M in Q1 2017.
1,066 funds tracked by Wall St. Rank held General Motors as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.