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Oak Point Wealth Management’s General Motors GM Stock Holding History

Oak Point 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
2018
Q1 		$7K Hold
198
– – 0.01% 161
2017
Q4 		$8K Buy
+198
New +$8.59K 0.01% 159

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Oak Point Wealth Management's GM Position: Q1 2018 in Review

Oak Point Wealth Management held its General Motors (GM) position steady in Q1 2018 at 198 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #161.

Oak Point Wealth Management first reported a position in GM in Q4 2017 and has held it in 2 quarters since. The position peaked at $8K in Q4 2017. 1,066 funds tracked by Wall St. Rank hold GM as of Q1 2018.

  • Oak Point Wealth Management held 198 shares of General Motors worth $7K as of Q1 2018.
  • Oak Point Wealth Management left its General Motors share count unchanged in Q1 2018.
  • General Motors made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #161 holding.
  • Oak Point Wealth Management first reported a position in General Motors in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's General Motors position peaked at $8K in Q4 2017.
  • 1,066 funds tracked by Wall St. Rank held General Motors as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.