CWM
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Circle Wealth Management’s General Dynamics GD Stock Holding History

Circle Wealth Management’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
2019
Q2 		– Sell
-7,381
Closed -$1.25M – 163
2019
Q1 		$1.25M Buy
+7,381
New +$1.24M 0.28% 58

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Circle Wealth Management's GD Position: Q2 2019 in Review

Circle Wealth Management sold out of General Dynamics (GD) in Q2 2019, closing a stake of 7,381 shares — an estimated $1.25M sold.

Circle Wealth Management first reported a position in GD in Q1 2019 and held it in 1 quarter. The position peaked at $1.25M in Q1 2019. 1,054 funds tracked by Wall St. Rank hold GD as of Q2 2019.

  • Circle Wealth Management reported no remaining General Dynamics position as of Q2 2019 after selling out during the quarter.
  • Circle Wealth Management sold 7,381 General Dynamics shares in Q2 2019, an estimated $1.25M.
  • Circle Wealth Management first reported a position in General Dynamics in Q1 2019 and held it in 1 quarter.
  • Circle Wealth Management's General Dynamics position peaked at $1.25M in Q1 2019.
  • 1,054 funds tracked by Wall St. Rank held General Dynamics as of Q2 2019.

Based on Circle Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.