OFG
GM.PRB

OTA Financial Group’s GENERAL MTRS CO JR PFD CONV SER B (DE) GM.PRB Stock Holding History

OTA Financial Group’s Portfolio GM.PRB Stock Details GM.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-75,263
Closed -$3.77K – 152
2013
Q3 		$3.77K Buy
75,263
+10,082
+15% +$503K 2.11% 8
2013
Q2 		$3.14M Buy
+65,181
New +$3.05M 1.44% 13

Other funds holding GM.PRB

CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

OTA Financial Group's GM.PRB Position: Q4 2013 in Review

OTA Financial Group sold out of GENERAL MTRS CO JR PFD CONV SER B (DE) (GM.PRB) in Q4 2013, closing a stake of 75,263 shares — an estimated $3.77K sold.

OTA Financial Group first reported a position in GM.PRB in Q2 2013 and held it in 2 quarters. The position peaked at $3.14M in Q2 2013. 2 funds tracked by Wall St. Rank hold GM.PRB as of Q4 2013.

  • OTA Financial Group reported no remaining GENERAL MTRS CO JR PFD CONV SER B (DE) position as of Q4 2013 after selling out during the quarter.
  • OTA Financial Group sold 75,263 GENERAL MTRS CO JR PFD CONV SER B (DE) shares in Q4 2013, an estimated $3.77K.
  • OTA Financial Group first reported a position in GENERAL MTRS CO JR PFD CONV SER B (DE) in Q2 2013 and held it in 2 quarters.
  • OTA Financial Group's GENERAL MTRS CO JR PFD CONV SER B (DE) position peaked at $3.14M in Q2 2013.
  • 2 funds tracked by Wall St. Rank held GENERAL MTRS CO JR PFD CONV SER B (DE) as of Q4 2013.

Based on OTA Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.