Aris Wealth Services’s General Dynamics GD Stock Holding History

Aris Wealth Services’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	$8K	Sell	55 -97	-64%	-$14K	0.02%	240
2015 Q2	$22K	Sell	152 -3,969	-96%	-$551K	0.02%	304
2015 Q1	$559K	Buy	4,121 +141	+4%	+$19.3K	0.52%	70
2014 Q4	$548K	Sell	3,980 -24	-0.6%	-$3.27K	0.61%	64
2014 Q3	$509K	Buy	4,004 +89	+2%	+$10.8K	0.63%	64
2014 Q2	$456K	Buy	3,915 +108	+3%	+$12.3K	0.6%	68
2014 Q1	$415K	Sell	3,807 -71	-2%	-$7.35K	0.61%	66
2013 Q4	$371K	Buy	3,878 +145	+4%	+$12.9K	0.62%	60
2013 Q3	$327K	Buy	3,733 +101	+3%	+$8.58K	0.6%	64
2013 Q2	$284K	Buy	+3,632	New	+$270K	0.61%	59

Other funds holding GD

LAMI

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

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

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aris Wealth Services's GD Position: Q3 2015 in Review

Aris Wealth Services reduced its General Dynamics (GD) stake by 64% in Q3 2015, selling an estimated $14K and leaving 55 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #240.

Aris Wealth Services first reported a position in GD in Q2 2013 and has held it in 10 quarters since. The position peaked at $559K in Q1 2015. 854 funds tracked by Wall St. Rank hold GD as of Q3 2015.

Aris Wealth Services held 55 shares of General Dynamics worth $8K as of Q3 2015.
Aris Wealth Services sold 97 General Dynamics shares in Q3 2015, an estimated $14K.
General Dynamics made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #240 holding.
Aris Wealth Services first reported a position in General Dynamics in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's General Dynamics position peaked at $559K in Q1 2015.
854 funds tracked by Wall St. Rank held General Dynamics as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.