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Linscomb Wealth’s General Motors GM Stock Holding History

Linscomb Wealth’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
2018
Q3 		– Sell
-5,671
Closed -$223K – 291
2018
Q2 		$223K Sell
5,671
-261
-4% -$10.3K 0.02% 251
2018
Q1 		$216K Sell
5,932
-210
-3% -$8.52K 0.02% 256
2017
Q4 		$252K Sell
6,142
-862
-12% -$37.4K 0.02% 237
2017
Q3 		$283K Sell
7,004
-149
-2% -$5.44K 0.02% 220
2017
Q2 		$250K Sell
7,153
-1,456
-17% -$49.4K 0.02% 227
2017
Q1 		$304K Sell
8,609
-66,980
-89% -$2.45M 0.03% 203
2016
Q4 		$2.63M Buy
75,589
+6,180
+9% +$208K 0.25% 67
2016
Q3 		$2.21M Buy
69,409
+8,387
+14% +$262K 0.21% 72
2016
Q2 		$1.73M Buy
61,022
+3,303
+6% +$100K 0.17% 78
2016
Q1 		$1.81M Buy
57,719
+2,353
+4% +$70.8K 0.2% 73
2015
Q4 		$1.88M Buy
55,366
+5,679
+11% +$197K 0.21% 70
2015
Q3 		$1.49M Sell
49,687
-3,487
-7% -$107K 0.18% 78
2015
Q2 		$1.77M Buy
53,174
+757
+1% +$27K 0.19% 80
2015
Q1 		$1.97M Buy
+52,417
New +$1.91M 0.21% 80

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's GM Position: Q3 2018 in Review

Linscomb Wealth sold out of General Motors (GM) in Q3 2018, closing a stake of 5,671 shares — an estimated $223K sold.

Linscomb Wealth first reported a position in GM in Q1 2015 and held it in 14 quarters. The position peaked at $2.63M in Q4 2016. 1,035 funds tracked by Wall St. Rank hold GM as of Q3 2018.

  • Linscomb Wealth reported no remaining General Motors position as of Q3 2018 after selling out during the quarter.
  • Linscomb Wealth sold 5,671 General Motors shares in Q3 2018, an estimated $223K.
  • Linscomb Wealth first reported a position in General Motors in Q1 2015 and held it in 14 quarters.
  • Linscomb Wealth's General Motors position peaked at $2.63M in Q4 2016.
  • 1,035 funds tracked by Wall St. Rank held General Motors as of Q3 2018.

Based on Linscomb Wealth's 13F filing for Q3 2018, filed 8 Nov 2018.