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Merriman Wealth Management’s General Motors GM Stock Holding History

Merriman 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 		– Sell
-51,830
Closed -$1.81M – 136
2016
Q4 		$1.81M Sell
51,830
-50,383
-49% -$1.69M 0.49% 49
2016
Q3 		$3.25M Sell
102,213
-4,188
-4% -$131K 0.67% 49
2016
Q2 		$3.01M Buy
+106,401
New +$3.23M 0.85% 34

Other funds holding GM

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
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Merriman Wealth Management sold out of General Motors (GM) in Q1 2017, closing a stake of 51,830 shares — an estimated $1.81M sold.

Merriman Wealth Management first reported a position in GM in Q2 2016 and held it in 3 quarters. The position peaked at $3.25M in Q3 2016. 977 funds tracked by Wall St. Rank hold GM as of Q1 2017.

  • Merriman Wealth Management reported no remaining General Motors position as of Q1 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 51,830 General Motors shares in Q1 2017, an estimated $1.81M.
  • Merriman Wealth Management first reported a position in General Motors in Q2 2016 and held it in 3 quarters.
  • Merriman Wealth Management's General Motors position peaked at $3.25M in Q3 2016.
  • 977 funds tracked by Wall St. Rank held General Motors as of Q1 2017.

Based on Merriman Wealth Management's 13F filing for Q1 2017, filed 14 Apr 2017.