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SFMG Wealth Advisors’s General Motors GM Stock Holding History

SFMG Wealth Advisors’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
2015
Q2 		– Sell
-5,389
Closed -$202K – 135
2015
Q1 		$202K Buy
+5,389
New +$196K 0.02% 168

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SFMG Wealth Advisors's GM Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of General Motors (GM) in Q2 2015, closing a stake of 5,389 shares — an estimated $202K sold.

SFMG Wealth Advisors first reported a position in GM in Q1 2015 and held it in 1 quarter. The position peaked at $202K in Q1 2015. 887 funds tracked by Wall St. Rank hold GM as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining General Motors position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 5,389 General Motors shares in Q2 2015, an estimated $202K.
  • SFMG Wealth Advisors first reported a position in General Motors in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's General Motors position peaked at $202K in Q1 2015.
  • 887 funds tracked by Wall St. Rank held General Motors as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.