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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

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Legacy Private Trust's GM Position: Q1 2019 in Review

Legacy Private Trust sold out of General Motors (GM) in Q1 2019, closing a stake of 10,461 shares — an estimated $350K sold.

Legacy Private Trust first reported a position in GM in Q1 2017 and held it in 8 quarters. The position peaked at $1.2M in Q1 2017. 1,040 funds tracked by Wall St. Rank hold GM as of Q1 2019.

  • Legacy Private Trust reported no remaining General Motors position as of Q1 2019 after selling out during the quarter.
  • Legacy Private Trust sold 10,461 General Motors shares in Q1 2019, an estimated $350K.
  • Legacy Private Trust first reported a position in General Motors in Q1 2017 and held it in 8 quarters.
  • Legacy Private Trust's General Motors position peaked at $1.2M in Q1 2017.
  • 1,040 funds tracked by Wall St. Rank held General Motors as of Q1 2019.

Based on Legacy Private Trust's 13F filing for Q1 2019, filed 11 Apr 2019.