PWAG
GM.WS.B

Polaris Wealth Advisory Group’s General Motors Company GM.WS.B Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GM.WS.B Stock Details GM.WS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-95
Closed -$2K – 512
2018
Q3 		$2K Buy
+95
New +$1.84K ﹤0.01% 489
2018
Q2 		– Sell
-95
Closed -$2K – 457
2018
Q1 		$2K Buy
+95
New +$2.19K ﹤0.01% 439

Other funds holding GM.WS.B

ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
HCM
Horiko Capital Management New York $434M AUM 47.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Polaris Wealth Advisory Group's GM.WS.B Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of General Motors Company (GM.WS.B) in Q4 2018, closing a stake of 95 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in GM.WS.B in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 112 funds tracked by Wall St. Rank hold GM.WS.B as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining General Motors Company position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 95 General Motors Company shares in Q4 2018, an estimated $2K.
  • Polaris Wealth Advisory Group first reported a position in General Motors Company in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's General Motors Company position peaked at $2K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held General Motors Company as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.