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CapWealth Advisors’s General Dynamics GD Stock Holding History

CapWealth 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
2014
Q4 		– Sell
-274
Closed -$35K – 162
2014
Q3 		$35K Buy
+274
New +$33.3K 0.01% 145

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CapWealth Advisors's GD Position: Q4 2014 in Review

CapWealth Advisors sold out of General Dynamics (GD) in Q4 2014, closing a stake of 274 shares — an estimated $35K sold.

CapWealth Advisors first reported a position in GD in Q3 2014 and held it in 1 quarter. The position peaked at $35K in Q3 2014. 845 funds tracked by Wall St. Rank hold GD as of Q4 2014.

  • CapWealth Advisors reported no remaining General Dynamics position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 274 General Dynamics shares in Q4 2014, an estimated $35K.
  • CapWealth Advisors first reported a position in General Dynamics in Q3 2014 and held it in 1 quarter.
  • CapWealth Advisors's General Dynamics position peaked at $35K in Q3 2014.
  • 845 funds tracked by Wall St. Rank held General Dynamics as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.