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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

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Apriem Advisors's GD Position: Q3 2018 in Review

Apriem Advisors sold out of General Dynamics (GD) in Q3 2018, closing a stake of 124 shares — an estimated $23K sold.

Apriem Advisors first reported a position in GD in Q2 2013 and held it in 17 quarters. The position peaked at $43K in Q4 2015. 1,108 funds tracked by Wall St. Rank hold GD as of Q3 2018.

  • Apriem Advisors reported no remaining General Dynamics position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 124 General Dynamics shares in Q3 2018, an estimated $23K.
  • Apriem Advisors first reported a position in General Dynamics in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's General Dynamics position peaked at $43K in Q4 2015.
  • 1,108 funds tracked by Wall St. Rank held General Dynamics as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.