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WBI Investments’s General Motors GM Stock Holding History

WBI Investments’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
2020
Q2 		– Sell
-86,750
Closed -$1.8M – 114
2020
Q1 		$1.8M Buy
86,750
+59,116
+214% +$1.81M 0.34% 30
2019
Q4 		$1.01M Buy
+27,634
New +$1M 0.11% 127
2018
Q2 		– Sell
-54,255
Closed -$1.97M – 252
2018
Q1 		$1.97M Buy
54,255
+24,895
+85% +$1.01M 0.1% 108
2017
Q4 		$1.2M Sell
29,360
-22,442
-43% -$974K 0.06% 188
2017
Q3 		$2.09M Buy
51,802
+3,195
+7% +$117K 0.09% 134
2017
Q2 		$1.7M Buy
48,607
+20,101
+71% +$683K 0.07% 175
2017
Q1 		$1.01M Sell
28,506
-1,904
-6% -$69.6K 0.04% 206
2016
Q4 		$1.06M Sell
30,410
-1,192,257
-98% -$40.1M 0.05% 200
2016
Q3 		$38.8M Buy
+1,222,667
New +$38.2M 1.48% 18
2016
Q1 		– Sell
-424,103
Closed -$14.4M – 166
2015
Q4 		$14.4M Buy
+424,103
New +$14.7M 0.41% 51
2015
Q2 		– Sell
-2,237,721
Closed -$83.9M – 243
2015
Q1 		$83.9M Sell
2,237,721
-1,143,811
-34% -$41.6M 1.99% 15
2014
Q4 		$118M Buy
+3,381,532
New +$108M 3.22% 6

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

WBI Investments's GM Position: Q2 2020 in Review

WBI Investments sold out of General Motors (GM) in Q2 2020, closing a stake of 86,750 shares — an estimated $1.8M sold.

WBI Investments first reported a position in GM in Q4 2014 and held it in 12 quarters. The position peaked at $118M in Q4 2014. 865 funds tracked by Wall St. Rank hold GM as of Q2 2020.

  • WBI Investments reported no remaining General Motors position as of Q2 2020 after selling out during the quarter.
  • WBI Investments sold 86,750 General Motors shares in Q2 2020, an estimated $1.8M.
  • WBI Investments first reported a position in General Motors in Q4 2014 and held it in 12 quarters.
  • WBI Investments's General Motors position peaked at $118M in Q4 2014.
  • 865 funds tracked by Wall St. Rank held General Motors as of Q2 2020.

Based on WBI Investments's 13F filing for Q2 2020, filed 11 Aug 2020.