Winthrop Partners - WNY’s General Motors GM Stock Holding History

Winthrop Partners - WNY’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 Q3	$1.14M	Hold	30,437	–	–	0.77%	46
2019 Q2	$1.17M	Hold	30,437	–	–	0.88%	45
2019 Q1	$1.15M	Hold	30,437	–	–	0.9%	41
2018 Q4	$1.02M	Hold	30,437	–	–	0.95%	33
2018 Q3	$1.02M	Hold	30,437	–	–	0.83%	40
2018 Q2	$1.2M	Sell	30,437 -100	-0.3%	-$3.94K	1%	31
2018 Q1	$1.16M	Hold	30,537	–	–	0.89%	33
2017 Q4	$1.16M	Buy	+30,537	New	+$1.32M	0.94%	37

Other funds holding GM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Winthrop Partners - WNY's GM Position: Q3 2019 in Review

Winthrop Partners - WNY held its General Motors (GM) position steady in Q3 2019 at 30,437 shares worth $1.14M. The position accounts for 0.77% of the portfolio, ranked #46.

Winthrop Partners - WNY first reported a position in GM in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2018. 1,017 funds tracked by Wall St. Rank hold GM as of Q3 2019.

Winthrop Partners - WNY held 30,437 shares of General Motors worth $1.14M as of Q3 2019.
Winthrop Partners - WNY left its General Motors share count unchanged in Q3 2019.
General Motors made up 0.77% of Winthrop Partners - WNY's portfolio in Q3 2019, its #46 holding.
Winthrop Partners - WNY first reported a position in General Motors in Q4 2017 and has held it in 8 quarters since.
Winthrop Partners - WNY's General Motors position peaked at $1.2M in Q2 2018.
1,017 funds tracked by Wall St. Rank held General Motors as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.