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WealthTrust-Arizona’s General Motors GM Stock Holding History

WealthTrust-Arizona’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
2014
Q3 		– Sell
-2,596
Closed -$94K – 647
2014
Q2 		$94K Sell
2,596
-250
-9% -$8.72K 0.1% 111
2014
Q1 		$98K Buy
2,846
+341
+14% +$12.5K 0.11% 101
2013
Q4 		$102K Buy
+2,505
New +$94.6K 0.12% 89

Other funds holding GM

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthTrust-Arizona's GM Position: Q3 2014 in Review

WealthTrust-Arizona sold out of General Motors (GM) in Q3 2014, closing a stake of 2,596 shares — an estimated $94K sold.

WealthTrust-Arizona first reported a position in GM in Q4 2013 and held it in 3 quarters. The position peaked at $102K in Q4 2013. 797 funds tracked by Wall St. Rank hold GM as of Q3 2014.

  • WealthTrust-Arizona reported no remaining General Motors position as of Q3 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 2,596 General Motors shares in Q3 2014, an estimated $94K.
  • WealthTrust-Arizona first reported a position in General Motors in Q4 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's General Motors position peaked at $102K in Q4 2013.
  • 797 funds tracked by Wall St. Rank held General Motors as of Q3 2014.

Based on WealthTrust-Arizona's 13F filing for Q3 2014, filed 23 Oct 2014.