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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return