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WFG Advisors’s General Motors GM Stock Holding History

WFG 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
2017
Q2 		$415K Buy
11,884
+11,020
+1,275% +$374K 0.09% 225
2017
Q1 		$31K Sell
864
-373
-30% -$13.6K 0.01% 783
2016
Q4 		$43K Buy
1,237
+343
+38% +$11.5K 0.01% 746
2016
Q3 		$28K Sell
894
-8,137
-90% -$254K 0.01% 856
2016
Q2 		$256K Buy
9,031
+48
+0.5% +$1.46K 0.07% 272
2016
Q1 		$282K Buy
8,983
+608
+7% +$18.3K 0.08% 242
2015
Q4 		$285K Buy
8,375
+108
+1% +$3.75K 0.09% 231
2015
Q3 		$248K Buy
8,267
+4,164
+101% +$128K 0.08% 248
2015
Q2 		$137K Buy
4,103
+2,003
+95% +$71.4K 0.04% 448
2015
Q1 		$79K Sell
2,100
-8,802
-81% -$320K 0.02% 600
2014
Q4 		$381K Buy
10,902
+3,808
+54% +$122K 0.08% 286
2014
Q3 		$227K Sell
7,094
-259
-4% -$9.03K 0.04% 418
2014
Q2 		$267K Buy
7,353
+1,253
+21% +$43.7K 0.05% 386
2014
Q1 		$210K Buy
6,100
+3,705
+155% +$136K 0.04% 417
2013
Q4 		$98K Buy
2,395
+999
+72% +$37.7K 0.01% 748
2013
Q3 		$50K Buy
1,396
+411
+42% +$14.7K 0.01% 928
2013
Q2 		$33K Buy
+985
New +$31.2K 0.01% 1037

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's GM Position: Q2 2017 in Review

WFG Advisors increased its General Motors (GM) stake by 1,275% in Q2 2017, buying an estimated $374K and bringing the position to 11,884 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #225.

WFG Advisors first reported a position in GM in Q2 2013 and has held it in 17 quarters since. 956 funds tracked by Wall St. Rank hold GM as of Q2 2017.

  • WFG Advisors held 11,884 shares of General Motors worth $415K as of Q2 2017.
  • WFG Advisors bought 11,020 General Motors shares in Q2 2017, an estimated $374K.
  • General Motors made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #225 holding.
  • WFG Advisors first reported a position in General Motors in Q2 2013 and has held it in 17 quarters since.
  • 956 funds tracked by Wall St. Rank held General Motors as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.