SWM
GM icon

SVA Wealth Management’s General Motors GM Stock Holding History

SVA 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
2018
Q2 		– Sell
-6,449
Closed -$260K – 220
2018
Q1 		$260K Buy
6,449
+200
+3% +$8.11K 0.03% 189
2017
Q4 		$256K Sell
6,249
-200
-3% -$8.68K 0.03% 188
2017
Q3 		$260K Buy
+6,449
New +$236K 0.03% 189
2016
Q4 		– Sell
-7,794
Closed -$248K – 202
2016
Q3 		$248K Sell
7,794
-616
-7% -$19.2K 0.04% 180
2016
Q2 		$238K Hold
8,410
– – 0.04% 180
2016
Q1 		$264K Sell
8,410
-9,450
-53% -$284K 0.04% 174
2015
Q4 		$607K Sell
17,860
-411
-2% -$14.3K 0.11% 142
2015
Q3 		$548K Buy
18,271
+526
+3% +$16.1K 0.1% 141
2015
Q2 		$591K Hold
17,745
– – 0.11% 146
2015
Q1 		$665K Buy
+17,745
New +$645K 0.12% 142

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVA Wealth Management's GM Position: Q2 2018 in Review

SVA Wealth Management sold out of General Motors (GM) in Q2 2018, closing a stake of 6,449 shares — an estimated $260K sold.

SVA Wealth Management first reported a position in GM in Q1 2015 and held it in 10 quarters. The position peaked at $665K in Q1 2015. 1,085 funds tracked by Wall St. Rank hold GM as of Q2 2018.

  • SVA Wealth Management reported no remaining General Motors position as of Q2 2018 after selling out during the quarter.
  • SVA Wealth Management sold 6,449 General Motors shares in Q2 2018, an estimated $260K.
  • SVA Wealth Management first reported a position in General Motors in Q1 2015 and held it in 10 quarters.
  • SVA Wealth Management's General Motors position peaked at $665K in Q1 2015.
  • 1,085 funds tracked by Wall St. Rank held General Motors as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.