Apriem Advisors’s General Dynamics GD Stock Holding History

Apriem 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
2018 Q3	–	Sell	-124	Closed	-$23K	–	224
2018 Q2	$23K	Buy	+124	New	+$25.4K	0.01%	332
2017 Q2	–	Sell	-122	Closed	-$23K	–	282
2017 Q1	$23K	Sell	122 -6	-5%	-$1.11K	0.01%	326
2016 Q4	$22K	Buy	128 +13	+11%	+$2.13K	0.01%	335
2016 Q3	$18K	Buy	115 +1	+0.9%	+$149	0.01%	342
2016 Q2	$16K	Sell	114 -26	-19%	-$3.62K	0.01%	364
2016 Q1	$18K	Sell	140 -173	-55%	-$22.9K	0.01%	320
2015 Q4	$43K	Buy	313 +200	+177%	+$28.6K	0.02%	214
2015 Q3	$16K	Buy	113 +1	+0.9%	+$145	0.01%	315
2015 Q2	$16K	Hold	112	–	–	0.01%	354
2015 Q1	$15K	Buy	112 +1	+0.9%	+$137	0.01%	361
2014 Q4	$15K	Hold	111	–	–	0.01%	331
2014 Q3	$14K	Buy	111 +8	+8%	+$971	0.01%	338
2014 Q2	$12K	Hold	103	–	–	﹤0.01%	323
2014 Q1	$11K	Buy	103 +1	+1%	+$104	﹤0.01%	351
2013 Q4	$10K	Buy	102 +1	+1%	+$89	﹤0.01%	357
2013 Q3	$9K	Hold	101	–	–	﹤0.01%	361
2013 Q2	$8K	Buy	+101	New	+$7.52K	﹤0.01%	345

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return