Trader Lebenthal, up 33% this year, sells out of General Motors on China penalty risk

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Giovanny Moreano@GiovannyMoreano
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Laborers work in the Qingdao branch of SAIC-GM-Wuling Automobile in Qingdao, China.
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Trader Jim Lebenthal, whose "Halftime Report" model portfolio is up more than 30 percent this year, removed General Motors as one of this top holdings for the competition.

Here's why: