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Burt Wealth Advisors’s General Dynamics GD Stock Holding History

Burt Wealth 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
2016
Q4 		– Sell
-50
Closed -$7K – 413
2016
Q3 		$7K Sell
50
-50
-50% -$7.45K 0.01% 289
2016
Q2 		$13K Hold
100
– – 0.01% 250
2016
Q1 		$13K Hold
100
– – 0.01% 296
2015
Q4 		$13K Hold
100
– – 0.01% 248
2015
Q3 		$13K Hold
100
– – 0.02% 220
2015
Q2 		$14K Buy
+100
New +$13.9K 0.02% 231
2015
Q1 		– Sell
-114
Closed -$16K – 358
2014
Q4 		$16K Buy
+114
New +$15.5K 0.02% 201

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Burt Wealth Advisors's GD Position: Q4 2016 in Review

Burt Wealth Advisors sold out of General Dynamics (GD) in Q4 2016, closing a stake of 50 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in GD in Q4 2014 and held it in 7 quarters. The position peaked at $16K in Q4 2014. 979 funds tracked by Wall St. Rank hold GD as of Q4 2016.

  • Burt Wealth Advisors reported no remaining General Dynamics position as of Q4 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 50 General Dynamics shares in Q4 2016, an estimated $7K.
  • Burt Wealth Advisors first reported a position in General Dynamics in Q4 2014 and held it in 7 quarters.
  • Burt Wealth Advisors's General Dynamics position peaked at $16K in Q4 2014.
  • 979 funds tracked by Wall St. Rank held General Dynamics as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.