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Legacy Private Trust’s General Motors GM Stock Holding History

Legacy Private Trust’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
2019
Q1 		– Sell
-10,461
Closed -$350K – 223
2018
Q4 		$350K Sell
10,461
-1,391
-12% -$48K 0.05% 190
2018
Q3 		$399K Sell
11,852
-2,314
-16% -$85.3K 0.05% 180
2018
Q2 		$558K Sell
14,166
-3,860
-21% -$152K 0.07% 166
2018
Q1 		$655K Sell
18,026
-1,205
-6% -$48.9K 0.08% 160
2017
Q4 		$788K Sell
19,231
-2,353
-11% -$102K 0.09% 149
2017
Q3 		$872K Buy
21,584
+1,649
+8% +$60.2K 0.11% 145
2017
Q2 		$696K Sell
19,935
-13,980
-41% -$475K 0.09% 157
2017
Q1 		$1.2M Buy
+33,915
New +$1.24M 0.15% 127

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BlackRock
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Berkshire Hathaway
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return