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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return