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Willingdon Wealth Management’s General Motors GM Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-114
Closed -$4K – 440
2019
Q3 		$4K Buy
+114
New +$4.38K ﹤0.01% 286
2018
Q4 		– Sell
-36
Closed -$1K – 364
2018
Q3 		$1K Buy
+36
New +$1.33K ﹤0.01% 389
2018
Q2 		– Sell
-300
Closed -$11K – 334
2018
Q1 		$11K Buy
+300
New +$12.2K ﹤0.01% 251

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Willingdon Wealth Management's GM Position: Q4 2019 in Review

Willingdon Wealth Management sold out of General Motors (GM) in Q4 2019, closing a stake of 114 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in GM in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 1,053 funds tracked by Wall St. Rank hold GM as of Q4 2019.

  • Willingdon Wealth Management reported no remaining General Motors position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 114 General Motors shares in Q4 2019, an estimated $4K.
  • Willingdon Wealth Management first reported a position in General Motors in Q1 2018 and held it in 3 quarters.
  • Willingdon Wealth Management's General Motors position peaked at $11K in Q1 2018.
  • 1,053 funds tracked by Wall St. Rank held General Motors as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.