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Vontobel Swiss Wealth Advisors’s General Motors GM Stock Holding History

Vontobel Swiss 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
2016
Q3 		– Sell
-127,450
Closed -$3.25M – 75
2016
Q2 		$3.25M Buy
127,450
+7,645
+6% +$232K 1.93% 19
2016
Q1 		$3.77M Buy
119,805
+11,052
+10% +$332K 2% 19
2015
Q4 		$3.7M Buy
108,753
+4,450
+4% +$155K 2.18% 19
2015
Q3 		$3.06M Sell
104,303
-18,160
-15% -$556K 2.1% 24
2015
Q2 		$3.66M Buy
122,463
+27,788
+29% +$991K 2.45% 18
2015
Q1 		$3.55M Buy
94,675
+5,915
+7% +$215K 2.41% 16
2014
Q4 		$3.1M Buy
+88,760
New +$2.83M 2.26% 16

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 $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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's GM Position: Q3 2016 in Review

Vontobel Swiss Wealth Advisors sold out of General Motors (GM) in Q3 2016, closing a stake of 127,450 shares — an estimated $3.25M sold.

Vontobel Swiss Wealth Advisors first reported a position in GM in Q4 2014 and held it in 7 quarters. The position peaked at $3.77M in Q1 2016. 887 funds tracked by Wall St. Rank hold GM as of Q3 2016.

  • Vontobel Swiss Wealth Advisors reported no remaining General Motors position as of Q3 2016 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 127,450 General Motors shares in Q3 2016, an estimated $3.25M.
  • Vontobel Swiss Wealth Advisors first reported a position in General Motors in Q4 2014 and held it in 7 quarters.
  • Vontobel Swiss Wealth Advisors's General Motors position peaked at $3.77M in Q1 2016.
  • 887 funds tracked by Wall St. Rank held General Motors as of Q3 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.