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OTA Financial Group’s General Motors GM Stock Holding History

OTA Financial Group’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
-106,306
Closed -$3.86M – 87
2014
Q3 		$3.86M Buy
+106,306
New +$3.7M 5.12% 4
2014
Q1 		$4.08M Sell
118,401
-160,599
-58% -$5.9M 3.89% 5
2013
Q4 		$11.4K Buy
+279,000
New +$10.5M 7.15% 2

Other funds holding GM

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

OTA Financial Group's GM Position: Q4 2014 in Review

OTA Financial Group sold out of General Motors (GM) in Q4 2014, closing a stake of 106,306 shares — an estimated $3.86M sold.

OTA Financial Group first reported a position in GM in Q4 2013 and held it in 3 quarters. The position peaked at $4.08M in Q1 2014. 826 funds tracked by Wall St. Rank hold GM as of Q4 2014.

  • OTA Financial Group reported no remaining General Motors position as of Q4 2014 after selling out during the quarter.
  • OTA Financial Group sold 106,306 General Motors shares in Q4 2014, an estimated $3.86M.
  • OTA Financial Group first reported a position in General Motors in Q4 2013 and held it in 3 quarters.
  • OTA Financial Group's General Motors position peaked at $4.08M in Q1 2014.
  • 826 funds tracked by Wall St. Rank held General Motors as of Q4 2014.

Based on OTA Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.