LBA Wealth Management’s General Motors GM Stock Holding History

LBA Wealth Management’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	$31K	Sell	875 -500	-36%	-$18.3K	0.02%	239
2016 Q4	$48K	Buy	1,375 +500	+57%	+$16.8K	0.03%	195
2016 Q3	$28K	Sell	875 -175	-17%	-$5.47K	0.02%	243
2016 Q2	$30K	Buy	1,050 +125	+14%	+$3.79K	0.02%	231
2016 Q1	$29K	Hold	925	–	–	0.02%	229
2015 Q4	$31K	Hold	925	–	–	0.02%	232
2015 Q3	$28K	Hold	925	–	–	0.02%	210
2015 Q2	$31K	Buy	+925	New	+$33K	0.02%	193
2015 Q1	–	Sell	-300	Closed	-$10K	–	313
2014 Q4	$10K	Buy	+300	New	+$9.58K	0.01%	229

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LBA Wealth Management's GM Position: Q1 2017 in Review

LBA Wealth Management reduced its General Motors (GM) stake by 36% in Q1 2017, selling an estimated $18.3K and leaving 875 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #239.

LBA Wealth Management first reported a position in GM in Q4 2014 and has held it in 9 quarters since. The position peaked at $48K in Q4 2016. 977 funds tracked by Wall St. Rank hold GM as of Q1 2017.

LBA Wealth Management held 875 shares of General Motors worth $31K as of Q1 2017.
LBA Wealth Management sold 500 General Motors shares in Q1 2017, an estimated $18.3K.
General Motors made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #239 holding.
LBA Wealth Management first reported a position in General Motors in Q4 2014 and has held it in 9 quarters since.
LBA Wealth Management's General Motors position peaked at $48K in Q4 2016.
977 funds tracked by Wall St. Rank held General Motors as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.