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Cahill Financial Advisors’s General Dynamics GD Stock Holding History

Cahill Financial 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
Q3 		– Sell
-3,353
Closed -$626K – 155
2018
Q2 		$626K Sell
3,353
-100
-3% -$20.5K 0.29% 86
2018
Q1 		$763K Buy
3,453
+41
+1% +$8.92K 0.36% 74
2017
Q4 		$695K Buy
3,412
+300
+10% +$61.3K 0.35% 74
2017
Q3 		$640K Sell
3,112
-50
-2% -$10K 0.34% 75
2017
Q2 		$627K Hold
3,162
– – 0.35% 70
2017
Q1 		$592K Sell
3,162
-45
-1% -$8.32K 0.34% 75
2016
Q4 		$554K Buy
3,207
+300
+10% +$49.1K 0.34% 70
2016
Q3 		$452K Buy
2,907
+52
+2% +$7.75K 0.29% 80
2016
Q2 		$398K Buy
2,855
+347
+14% +$48.4K 0.28% 84
2016
Q1 		$330K Buy
2,508
+1,008
+67% +$134K 0.25% 83
2015
Q4 		$207K Buy
+1,500
New +$214K 0.17% 102

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Cahill Financial Advisors's GD Position: Q3 2018 in Review

Cahill Financial Advisors sold out of General Dynamics (GD) in Q3 2018, closing a stake of 3,353 shares — an estimated $626K sold.

Cahill Financial Advisors first reported a position in GD in Q4 2015 and held it in 11 quarters. The position peaked at $763K in Q1 2018. 1,109 funds tracked by Wall St. Rank hold GD as of Q3 2018.

  • Cahill Financial Advisors reported no remaining General Dynamics position as of Q3 2018 after selling out during the quarter.
  • Cahill Financial Advisors sold 3,353 General Dynamics shares in Q3 2018, an estimated $626K.
  • Cahill Financial Advisors first reported a position in General Dynamics in Q4 2015 and held it in 11 quarters.
  • Cahill Financial Advisors's General Dynamics position peaked at $763K in Q1 2018.
  • 1,109 funds tracked by Wall St. Rank held General Dynamics as of Q3 2018.

Based on Cahill Financial Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.