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AmeriServ Wealth Advisors’s General Dynamics GD Stock Holding History

AmeriServ Wealth 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
2015
Q3 		– Sell
-2,345
Closed -$332K – 92
2015
Q2 		$332K Hold
2,345
– – 0.39% 53
2015
Q1 		$318K Sell
2,345
-18
-0.8% -$2.47K 0.37% 58
2014
Q4 		$325K Buy
+2,363
New +$322K 0.32% 84

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AmeriServ Wealth Advisors's GD Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of General Dynamics (GD) in Q3 2015, closing a stake of 2,345 shares — an estimated $332K sold.

AmeriServ Wealth Advisors first reported a position in GD in Q4 2014 and held it in 3 quarters. The position peaked at $332K in Q2 2015. 854 funds tracked by Wall St. Rank hold GD as of Q3 2015.

  • AmeriServ Wealth Advisors reported no remaining General Dynamics position as of Q3 2015 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 2,345 General Dynamics shares in Q3 2015, an estimated $332K.
  • AmeriServ Wealth Advisors first reported a position in General Dynamics in Q4 2014 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's General Dynamics position peaked at $332K in Q2 2015.
  • 854 funds tracked by Wall St. Rank held General Dynamics as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.