Omnia Family Wealth’s General Motors GM Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-406	Closed	-$15K	–	266
2019 Q1	$15K	Hold	406	–	–	0.01%	231
2018 Q4	$14K	Hold	406	–	–	0.01%	226
2018 Q3	$14K	Sell	406 -272	-40%	-$10K	0.01%	229
2018 Q2	$27K	Hold	678	–	–	0.01%	194
2018 Q1	$25K	Sell	678 -611	-47%	-$24.8K	0.01%	193
2017 Q4	$53K	Buy	1,289 +611	+90%	+$26.5K	0.02%	155
2017 Q3	$27K	Hold	678	–	–	0.01%	190
2017 Q2	$24K	Buy	678 +272	+67%	+$9.24K	0.01%	202
2017 Q1	$14K	Hold	406	–	–	0.01%	246
2016 Q4	$14K	Buy	+406	New	+$13.6K	0.01%	249

Other funds holding GM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Omnia Family Wealth's GM Position: Q2 2019 in Review

Omnia Family Wealth sold out of General Motors (GM) in Q2 2019, closing a stake of 406 shares — an estimated $15K sold.

Omnia Family Wealth first reported a position in GM in Q4 2016 and held it in 10 quarters. The position peaked at $53K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold GM as of Q2 2019.

Omnia Family Wealth reported no remaining General Motors position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 406 General Motors shares in Q2 2019, an estimated $15K.
Omnia Family Wealth first reported a position in General Motors in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's General Motors position peaked at $53K in Q4 2017.
1,012 funds tracked by Wall St. Rank held General Motors as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.