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Welch Capital Partners’s General Motors GM Stock Holding History

Welch Capital Partners’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
Q1 		– Sell
-291,050
Closed -$11.9M – 37
2013
Q4 		$11.9M Sell
291,050
-200
-0.1% -$7.56K 3.99% 10
2013
Q3 		$10.5M Buy
291,250
+28,970
+11% +$1.04M 3.59% 12
2013
Q2 		$8.74M Buy
+262,280
New +$8.31M 3.06% 18

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Welch Capital Partners's GM Position: Q1 2014 in Review

Welch Capital Partners sold out of General Motors (GM) in Q1 2014, closing a stake of 291,050 shares — an estimated $11.9M sold.

Welch Capital Partners first reported a position in GM in Q2 2013 and held it in 3 quarters. The position peaked at $11.9M in Q4 2013. 858 funds tracked by Wall St. Rank hold GM as of Q1 2014.

  • Welch Capital Partners reported no remaining General Motors position as of Q1 2014 after selling out during the quarter.
  • Welch Capital Partners sold 291,050 General Motors shares in Q1 2014, an estimated $11.9M.
  • Welch Capital Partners first reported a position in General Motors in Q2 2013 and held it in 3 quarters.
  • Welch Capital Partners's General Motors position peaked at $11.9M in Q4 2013.
  • 858 funds tracked by Wall St. Rank held General Motors as of Q1 2014.

Based on Welch Capital Partners's 13F filing for Q1 2014, filed 6 May 2014.