Summit Financial Wealth Advisors’s General Motors GM Stock Holding History

Summit Financial 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
2018 Q1	–	Sell	-24,499	Closed	-$1M	–	149
2017 Q4	$1M	Sell	24,499 -56	-0.2%	-$2.43K	0.35%	67
2017 Q3	$992K	Sell	24,555 -33,550	-58%	-$1.23M	0.36%	64
2017 Q2	$2.03M	Buy	58,105 +18,900	+48%	+$642K	0.8%	38
2017 Q1	$1.39M	Buy	39,205 +12,151	+45%	+$444K	0.61%	49
2016 Q4	$943K	Buy	27,054 +6,518	+32%	+$219K	0.41%	61
2016 Q3	$652K	Buy	20,536 +3,120	+18%	+$97.4K	0.28%	79
2016 Q2	$493K	Buy	17,416 +3,522	+25%	+$107K	0.21%	86
2016 Q1	$437K	Buy	+13,894	New	+$418K	0.19%	97
2015 Q3	–	Sell	-86	Closed	-$2K	–	233
2015 Q2	$2K	Hold	86	–	–	﹤0.01%	260
2015 Q1	$3K	Hold	86	–	–	﹤0.01%	221
2014 Q4	$3K	Buy	+86	New	+$2.75K	﹤0.01%	229

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Summit Financial Wealth Advisors's GM Position: Q1 2018 in Review

Summit Financial Wealth Advisors sold out of General Motors (GM) in Q1 2018, closing a stake of 24,499 shares — an estimated $1M sold.

Summit Financial Wealth Advisors first reported a position in GM in Q4 2014 and held it in 11 quarters. The position peaked at $2.03M in Q2 2017. 1,066 funds tracked by Wall St. Rank hold GM as of Q1 2018.

Summit Financial Wealth Advisors reported no remaining General Motors position as of Q1 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 24,499 General Motors shares in Q1 2018, an estimated $1M.
Summit Financial Wealth Advisors first reported a position in General Motors in Q4 2014 and held it in 11 quarters.
Summit Financial Wealth Advisors's General Motors position peaked at $2.03M in Q2 2017.
1,066 funds tracked by Wall St. Rank held General Motors as of Q1 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.