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Westbourne Investment Advisors’s General Motors GM Stock Holding History

Westbourne Investment 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
2018
Q4 		– Sell
-2,000
Closed -$67K – 111
2018
Q3 		$67K Buy
+2,000
New +$73.7K 0.05% 140

Other funds holding GM

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Westbourne Investment Advisors's GM Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of General Motors (GM) in Q4 2018, closing a stake of 2,000 shares — an estimated $67K sold.

Westbourne Investment Advisors first reported a position in GM in Q3 2018 and held it in 1 quarter. The position peaked at $67K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining General Motors position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 2,000 General Motors shares in Q4 2018, an estimated $67K.
  • Westbourne Investment Advisors first reported a position in General Motors in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's General Motors position peaked at $67K in Q3 2018.
  • 1,044 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.