MFW
GM.WS.B

Mosaic Family Wealth’s General Motors Company GM.WS.B Stock Holding History

Mosaic Family Wealth’s Portfolio GM.WS.B Stock Details GM.WS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,100
Closed -$19K – 755
2016
Q4 		$19K Hold
1,100
– – 0.01% 440
2016
Q3 		$15K Hold
1,100
– – 0.01% 473
2016
Q2 		$12K Hold
1,100
– – 0.01% 514
2016
Q1 		$15K Hold
1,100
– – 0.01% 478
2015
Q4 		$17K Buy
+1,100
New +$18.6K 0.01% 472

Other funds holding GM.WS.B

DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACP
Arrowgrass Capital Partners London, United Kingdom $266K AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Mosaic Family Wealth's GM.WS.B Position: Q1 2017 in Review

Mosaic Family Wealth sold out of General Motors Company (GM.WS.B) in Q1 2017, closing a stake of 1,100 shares — an estimated $19K sold.

Mosaic Family Wealth first reported a position in GM.WS.B in Q4 2015 and held it in 5 quarters. The position peaked at $19K in Q4 2016. 118 funds tracked by Wall St. Rank hold GM.WS.B as of Q1 2017.

  • Mosaic Family Wealth reported no remaining General Motors Company position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,100 General Motors Company shares in Q1 2017, an estimated $19K.
  • Mosaic Family Wealth first reported a position in General Motors Company in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's General Motors Company position peaked at $19K in Q4 2016.
  • 118 funds tracked by Wall St. Rank held General Motors Company as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.