WAS
GM icon

WESPAC Advisors SoCal’s General Motors GM Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-1,250
Closed -$42K – 306
2015
Q4 		$42K Buy
+1,250
New +$43.4K 0.03% 131

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WESPAC Advisors SoCal's GM Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of General Motors (GM) in Q1 2016, closing a stake of 1,250 shares — an estimated $42K sold.

WESPAC Advisors SoCal first reported a position in GM in Q4 2015 and held it in 1 quarter. The position peaked at $42K in Q4 2015. 919 funds tracked by Wall St. Rank hold GM as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining General Motors position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,250 General Motors shares in Q1 2016, an estimated $42K.
  • WESPAC Advisors SoCal first reported a position in General Motors in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's General Motors position peaked at $42K in Q4 2015.
  • 919 funds tracked by Wall St. Rank held General Motors as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.