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Concert Wealth Management’s General Dynamics GD Stock Holding History

Concert 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
2017
Q2 		– Sell
-1,578
Closed -$272K – 255
2017
Q1 		$272K Sell
1,578
-86
-5% -$15.9K 0.06% 371
2016
Q4 		$287K Sell
1,664
-668
-29% -$109K 0.06% 362
2016
Q3 		$361K Buy
2,332
+247
+12% +$36.8K 0.04% 444
2016
Q2 		$291K Buy
2,085
+181
+10% +$25.2K 0.04% 472
2016
Q1 		$252K Buy
1,904
+168
+10% +$22.3K 0.03% 516
2015
Q4 		$238K Buy
1,736
+92
+6% +$13.2K 0.03% 539
2015
Q3 		$226K Buy
1,644
+42
+3% +$6.08K 0.03% 574
2015
Q2 		$227K Buy
+1,602
New +$222K 0.03% 592
2015
Q1 		– Sell
-1,513
Closed -$208K – 535
2014
Q4 		$208K Buy
+1,513
New +$206K 0.03% 569

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concert Wealth Management's GD Position: Q2 2017 in Review

Concert Wealth Management sold out of General Dynamics (GD) in Q2 2017, closing a stake of 1,578 shares — an estimated $272K sold.

Concert Wealth Management first reported a position in GD in Q4 2014 and held it in 9 quarters. The position peaked at $361K in Q3 2016. 1,035 funds tracked by Wall St. Rank hold GD as of Q2 2017.

  • Concert Wealth Management reported no remaining General Dynamics position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,578 General Dynamics shares in Q2 2017, an estimated $272K.
  • Concert Wealth Management first reported a position in General Dynamics in Q4 2014 and held it in 9 quarters.
  • Concert Wealth Management's General Dynamics position peaked at $361K in Q3 2016.
  • 1,035 funds tracked by Wall St. Rank held General Dynamics as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.