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O'Brien Wealth Partners’s General Motors GM Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-300
Closed -$10K – 117
2018
Q3 		$10K Hold
300
– – 0.01% 129
2018
Q2 		$12K Hold
300
– – 0.01% 56
2018
Q1 		$11K Buy
+300
New +$12.2K 0.01% 117

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Harris Associates
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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

O'Brien Wealth Partners's GM Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of General Motors (GM) in Q4 2018, closing a stake of 300 shares — an estimated $10K sold.

O'Brien Wealth Partners first reported a position in GM in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 1,045 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining General Motors position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 300 General Motors shares in Q4 2018, an estimated $10K.
  • O'Brien Wealth Partners first reported a position in General Motors in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's General Motors position peaked at $12K in Q2 2018.
  • 1,045 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.