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Oakwood Capital Management’s General Motors GM Stock Holding History

Oakwood Capital 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
2014
Q4 		– Sell
-129,192
Closed -$4.13M – 97
2014
Q3 		$4.13M Buy
129,192
+4,957
+4% +$173K 1.2% 41
2014
Q2 		$4.51M Buy
+124,235
New +$4.33M 1.36% 29

Other funds holding GM

Harris Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oakwood Capital Management's GM Position: Q4 2014 in Review

Oakwood Capital Management sold out of General Motors (GM) in Q4 2014, closing a stake of 129,192 shares — an estimated $4.13M sold.

Oakwood Capital Management first reported a position in GM in Q2 2014 and held it in 2 quarters. The position peaked at $4.51M in Q2 2014. 826 funds tracked by Wall St. Rank hold GM as of Q4 2014.

  • Oakwood Capital Management reported no remaining General Motors position as of Q4 2014 after selling out during the quarter.
  • Oakwood Capital Management sold 129,192 General Motors shares in Q4 2014, an estimated $4.13M.
  • Oakwood Capital Management first reported a position in General Motors in Q2 2014 and held it in 2 quarters.
  • Oakwood Capital Management's General Motors position peaked at $4.51M in Q2 2014.
  • 826 funds tracked by Wall St. Rank held General Motors as of Q4 2014.

Based on Oakwood Capital Management's 13F filing for Q4 2014, filed 28 Jan 2015.