Oak Ridge Investments’s General Motors GM Stock Holding History

Oak Ridge Investments’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
2016 Q1	–	Sell	-6,288	Closed	-$214K	–	138
2015 Q4	$214K	Buy	+6,288	New	+$218K	0.01%	140
2015 Q3	–	Sell	-6,278	Closed	-$209K	–	144
2015 Q2	$209K	Buy	6,278 +19	+0.3%	+$678	﹤0.01%	142
2015 Q1	$235K	Buy	+6,259	New	+$228K	0.01%	141

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Ridge Investments's GM Position: Q1 2016 in Review

Oak Ridge Investments sold out of General Motors (GM) in Q1 2016, closing a stake of 6,288 shares — an estimated $214K sold.

Oak Ridge Investments first reported a position in GM in Q1 2015 and held it in 3 quarters. The position peaked at $235K in Q1 2015. 918 funds tracked by Wall St. Rank hold GM as of Q1 2016.

Oak Ridge Investments reported no remaining General Motors position as of Q1 2016 after selling out during the quarter.
Oak Ridge Investments sold 6,288 General Motors shares in Q1 2016, an estimated $214K.
Oak Ridge Investments first reported a position in General Motors in Q1 2015 and held it in 3 quarters.
Oak Ridge Investments's General Motors position peaked at $235K in Q1 2015.
918 funds tracked by Wall St. Rank held General Motors as of Q1 2016.

Based on Oak Ridge Investments's 13F filing for Q1 2016, filed 9 May 2016.