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United Asset Strategies’s General Motors GM Stock Holding History

United Asset Strategies’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
2016
Q3 		– Sell
-9,172
Closed -$260K – 144
2016
Q2 		$260K Buy
9,172
+490
+6% +$14.9K 0.1% 119
2016
Q1 		$273K Sell
8,682
-305
-3% -$9.17K 0.12% 105
2015
Q4 		$306K Sell
8,987
-1,993
-18% -$69.2K 0.13% 108
2015
Q3 		$330K Buy
10,980
+2,991
+37% +$91.6K 0.15% 96
2015
Q2 		$266K Buy
+7,989
New +$285K 0.12% 106
2015
Q1 		– Sell
-6,861
Closed -$240K – 118
2014
Q4 		$240K Sell
6,861
-1,086
-14% -$34.7K 0.1% 109
2014
Q3 		$254K Buy
7,947
+500
+7% +$17.4K 0.11% 112
2014
Q2 		$270K Buy
+7,447
New +$260K 0.13% 103

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 $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Asset Strategies's GM Position: Q3 2016 in Review

United Asset Strategies sold out of General Motors (GM) in Q3 2016, closing a stake of 9,172 shares — an estimated $260K sold.

United Asset Strategies first reported a position in GM in Q2 2014 and held it in 8 quarters. The position peaked at $330K in Q3 2015. 885 funds tracked by Wall St. Rank hold GM as of Q3 2016.

  • United Asset Strategies reported no remaining General Motors position as of Q3 2016 after selling out during the quarter.
  • United Asset Strategies sold 9,172 General Motors shares in Q3 2016, an estimated $260K.
  • United Asset Strategies first reported a position in General Motors in Q2 2014 and held it in 8 quarters.
  • United Asset Strategies's General Motors position peaked at $330K in Q3 2015.
  • 885 funds tracked by Wall St. Rank held General Motors as of Q3 2016.

Based on United Asset Strategies's 13F filing for Q3 2016, filed 4 Nov 2016.