Landmark Financial Advisors’s General Motors GM Stock Holding History

Landmark Financial Advisors’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
2017 Q1	–	Sell	-12,457	Closed	-$434K	–	54
2016 Q4	$434K	Sell	12,457 -35,973	-74%	-$1.21M	0.35%	34
2016 Q3	$1.54M	Sell	48,430 -1,198	-2%	-$37.4K	1.31%	19
2016 Q2	$1.4M	Buy	49,628 +6,301	+15%	+$191K	1.31%	20
2016 Q1	$1.36M	Buy	43,327 +2,740	+7%	+$82.4K	1.38%	19
2015 Q4	$1.38M	Buy	+40,587	New	+$1.41M	1.45%	19
2015 Q2	–	Sell	-26,677	Closed	-$1M	–	51
2015 Q1	$1M	Sell	26,677 -5,098	-16%	-$185K	1.05%	21
2014 Q4	$1.11M	Buy	+31,775	New	+$1.01M	1.14%	19

Other funds holding GM

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

BlackRock New York $6.73T AUM 46.02% 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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Landmark Financial Advisors's GM Position: Q1 2017 in Review

Landmark Financial Advisors sold out of General Motors (GM) in Q1 2017, closing a stake of 12,457 shares — an estimated $434K sold.

Landmark Financial Advisors first reported a position in GM in Q4 2014 and held it in 7 quarters. The position peaked at $1.54M in Q3 2016. 977 funds tracked by Wall St. Rank hold GM as of Q1 2017.

Landmark Financial Advisors reported no remaining General Motors position as of Q1 2017 after selling out during the quarter.
Landmark Financial Advisors sold 12,457 General Motors shares in Q1 2017, an estimated $434K.
Landmark Financial Advisors first reported a position in General Motors in Q4 2014 and held it in 7 quarters.
Landmark Financial Advisors's General Motors position peaked at $1.54M in Q3 2016.
977 funds tracked by Wall St. Rank held General Motors as of Q1 2017.

Based on Landmark Financial Advisors's 13F filing for Q1 2017, filed 11 May 2017.