SFWA
GM.WS.B

Summit Financial Wealth Advisors’s General Motors Company GM.WS.B Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q3 		– Sell
-77
Closed -$1K – 267
2015
Q2 		$1K Buy
+77
New +$1.37K ﹤0.01% 267

Other funds holding GM.WS.B

DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Wealth Advisors's GM.WS.B Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of General Motors Company (GM.WS.B) in Q3 2015, closing a stake of 77 shares — an estimated $1K sold.

Summit Financial Wealth Advisors first reported a position in GM.WS.B in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 128 funds tracked by Wall St. Rank hold GM.WS.B as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining General Motors Company position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 77 General Motors Company shares in Q3 2015, an estimated $1K.
  • Summit Financial Wealth Advisors first reported a position in General Motors Company in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's General Motors Company position peaked at $1K in Q2 2015.
  • 128 funds tracked by Wall St. Rank held General Motors Company as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.