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Bellwether Investment Group’s General Dynamics GD Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-43
Closed -$8K – 272
2017
Q1 		$8K Sell
43
-984
-96% -$182K 0.02% 538
2016
Q4 		$177K Buy
+1,027
New +$168K 0.16% 148
2016
Q2 		$136K Buy
+980
New +$137K 0.15% 150

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bellwether Investment Group's GD Position: Q2 2017 in Review

Bellwether Investment Group sold out of General Dynamics (GD) in Q2 2017, closing a stake of 43 shares — an estimated $8K sold.

Bellwether Investment Group first reported a position in GD in Q2 2016 and held it in 3 quarters. The position peaked at $177K in Q4 2016. 1,036 funds tracked by Wall St. Rank hold GD as of Q2 2017.

  • Bellwether Investment Group reported no remaining General Dynamics position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 43 General Dynamics shares in Q2 2017, an estimated $8K.
  • Bellwether Investment Group first reported a position in General Dynamics in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's General Dynamics position peaked at $177K in Q4 2016.
  • 1,036 funds tracked by Wall St. Rank held General Dynamics as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.