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Smith & Howard Wealth Management’s General Motors GM Stock Holding History

Smith & Howard Wealth Management’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
Q1 		– Sell
-201
Closed -$8K – 105
2013
Q4 		$8K Buy
+201
New +$7.59K ﹤0.01% 208
2013
Q3 		– Sell
-200
Closed -$7K – 259
2013
Q2 		$7K Buy
+200
New +$6.33K ﹤0.01% 186

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith & Howard Wealth Management's GM Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of General Motors (GM) in Q1 2014, closing a stake of 201 shares — an estimated $8K sold.

Smith & Howard Wealth Management first reported a position in GM in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 858 funds tracked by Wall St. Rank hold GM as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining General Motors position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 201 General Motors shares in Q1 2014, an estimated $8K.
  • Smith & Howard Wealth Management first reported a position in General Motors in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's General Motors position peaked at $8K in Q4 2013.
  • 858 funds tracked by Wall St. Rank held General Motors as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.