AIA
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Alera Investment Advisors’s General Dynamics GD Stock Holding History

Alera Investment Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-116
Closed -$20K – 425
2019
Q1 		$20K Buy
116
+63
+119% +$10.6K 0.01% 292
2018
Q4 		$8K Buy
+53
New +$9.5K ﹤0.01% 486

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alera Investment Advisors's GD Position: Q2 2019 in Review

Alera Investment Advisors sold out of General Dynamics (GD) in Q2 2019, closing a stake of 116 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in GD in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 1,054 funds tracked by Wall St. Rank hold GD as of Q2 2019.

  • Alera Investment Advisors reported no remaining General Dynamics position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 116 General Dynamics shares in Q2 2019, an estimated $20K.
  • Alera Investment Advisors first reported a position in General Dynamics in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's General Dynamics position peaked at $20K in Q1 2019.
  • 1,054 funds tracked by Wall St. Rank held General Dynamics as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.