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Ballew Advisors’s General Dynamics GD Stock Holding History

Ballew 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
Q4 		– Sell
-250
Closed -$42K – 221
2018
Q3 		$42K Hold
250
– – 0.04% 175
2018
Q2 		$47K Hold
250
– – 0.05% 160
2018
Q1 		$55K Buy
+250
New +$54.4K 0.05% 158

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
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 $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Ballew Advisors's GD Position: Q4 2018 in Review

Ballew Advisors sold out of General Dynamics (GD) in Q4 2018, closing a stake of 250 shares — an estimated $42K sold.

Ballew Advisors first reported a position in GD in Q1 2018 and held it in 3 quarters. The position peaked at $55K in Q1 2018. 1,062 funds tracked by Wall St. Rank hold GD as of Q4 2018.

  • Ballew Advisors reported no remaining General Dynamics position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 250 General Dynamics shares in Q4 2018, an estimated $42K.
  • Ballew Advisors first reported a position in General Dynamics in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's General Dynamics position peaked at $55K in Q1 2018.
  • 1,062 funds tracked by Wall St. Rank held General Dynamics as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.