Windsor Capital Management’s General Motors GM Stock Holding History

Windsor Capital 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
2016 Q3	–	Sell	-18,388	Closed	-$520K	–	120
2016 Q2	$520K	Buy	18,388 +869	+5%	+$26.4K	0.3%	69
2016 Q1	$550K	Buy	17,519 +2,719	+18%	+$81.8K	0.34%	66
2015 Q4	$503K	Buy	14,800 +600	+4%	+$20.8K	0.31%	64
2015 Q3	$426K	Buy	14,200 +3,568	+34%	+$109K	0.25%	72
2015 Q2	$354K	Buy	+10,632	New	+$379K	0.21%	83
2014 Q1	–	Sell	-82	Closed	-$3K	–	153
2013 Q4	$3K	Buy	82 +1	+1%	+$38	﹤0.01%	381
2013 Q3	$3K	Hold	81	–	–	﹤0.01%	393
2013 Q2	$3K	Buy	+81	New	+$2.57K	﹤0.01%	367

Other funds holding GM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Windsor Capital Management's GM Position: Q3 2016 in Review

Windsor Capital Management sold out of General Motors (GM) in Q3 2016, closing a stake of 18,388 shares — an estimated $520K sold.

Windsor Capital Management first reported a position in GM in Q2 2013 and held it in 8 quarters. The position peaked at $550K in Q1 2016. 887 funds tracked by Wall St. Rank hold GM as of Q3 2016.

Windsor Capital Management reported no remaining General Motors position as of Q3 2016 after selling out during the quarter.
Windsor Capital Management sold 18,388 General Motors shares in Q3 2016, an estimated $520K.
Windsor Capital Management first reported a position in General Motors in Q2 2013 and held it in 8 quarters.
Windsor Capital Management's General Motors position peaked at $550K in Q1 2016.
887 funds tracked by Wall St. Rank held General Motors as of Q3 2016.

Based on Windsor Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.