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Mosaic Family Wealth’s General Motors GM Stock Holding History

Mosaic Family 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
2019
Q2 		– Sell
-1,625
Closed -$60K – 344
2019
Q1 		$60K Buy
1,625
+100
+7% +$3.8K 0.02% 294
2018
Q4 		$51K Hold
1,525
– – 0.02% 305
2018
Q3 		$55K Buy
1,525
+600
+65% +$22.1K 0.02% 308
2018
Q2 		$36K Sell
925
-700
-43% -$27.6K 0.01% 357
2018
Q1 		$59K Sell
1,625
-800
-33% -$32.4K 0.02% 289
2017
Q4 		$99K Sell
2,425
-13,850
-85% -$601K 0.04% 240
2017
Q3 		$657K Buy
16,275
+5,450
+50% +$199K 0.25% 73
2017
Q2 		$378K Buy
10,825
+800
+8% +$27.2K 0.16% 113
2017
Q1 		$354K Buy
10,025
+2,000
+25% +$73.1K 0.15% 117
2016
Q4 		$282K Buy
8,025
+646
+9% +$21.7K 0.13% 140
2016
Q3 		$234K Buy
7,379
+6,389
+645% +$200K 0.11% 153
2016
Q2 		$29K Sell
990
-93
-9% -$2.82K 0.01% 398
2016
Q1 		$34K Buy
1,083
+400
+59% +$12K 0.02% 370
2015
Q4 		$23K Buy
+683
New +$23.7K 0.01% 424

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 $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Mosaic Family Wealth's GM Position: Q2 2019 in Review

Mosaic Family Wealth sold out of General Motors (GM) in Q2 2019, closing a stake of 1,625 shares — an estimated $60K sold.

Mosaic Family Wealth first reported a position in GM in Q4 2015 and held it in 14 quarters. The position peaked at $657K in Q3 2017. 1,012 funds tracked by Wall St. Rank hold GM as of Q2 2019.

  • Mosaic Family Wealth reported no remaining General Motors position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,625 General Motors shares in Q2 2019, an estimated $60K.
  • Mosaic Family Wealth first reported a position in General Motors in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's General Motors position peaked at $657K in Q3 2017.
  • 1,012 funds tracked by Wall St. Rank held General Motors as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.