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Beacon Trust’s General Dynamics GD Stock Holding History

Beacon Trust’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
2017
Q1 		$211K Buy
+1,111
New +$205K 0.03% 173
2016
Q4 		– Sell
-1,332
Closed -$207K – 180
2016
Q3 		$207K Buy
+1,332
New +$199K 0.03% 167

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Trust's GD Position: Q1 2017 in Review

Beacon Trust opened a new position in General Dynamics (GD) in Q1 2017: 1,111 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings. This is a return to the name: Beacon Trust previously reported a position in GD as recently as Q3 2016.

Beacon Trust first reported a position in GD in Q3 2016 and has held it in 2 quarters since. 1,022 funds tracked by Wall St. Rank hold GD as of Q1 2017.

  • Beacon Trust held 1,111 shares of General Dynamics worth $211K as of Q1 2017.
  • General Dynamics was a new Beacon Trust position in Q1 2017.
  • General Dynamics made up 0.03% of Beacon Trust's portfolio in Q1 2017, its #173 holding.
  • Beacon Trust first reported a position in General Dynamics in Q3 2016 and has held it in 2 quarters since.
  • 1,022 funds tracked by Wall St. Rank held General Dynamics as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.