EWF
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Epstein & White Financial’s General Dynamics GD Stock Holding History

Epstein & White Financial’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
-1,264
Closed -$236K – 95
2018
Q2 		$236K Buy
1,264
+27
+2% +$5.53K 0.18% 92
2018
Q1 		$273K Hold
1,237
– – 0.18% 88
2017
Q4 		$261K Buy
+1,237
New +$253K 0.15% 89

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 $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epstein & White Financial's GD Position: Q3 2018 in Review

Epstein & White Financial sold out of General Dynamics (GD) in Q3 2018, closing a stake of 1,264 shares — an estimated $236K sold.

Epstein & White Financial first reported a position in GD in Q4 2017 and held it in 3 quarters. The position peaked at $273K in Q1 2018. 1,109 funds tracked by Wall St. Rank hold GD as of Q3 2018.

  • Epstein & White Financial reported no remaining General Dynamics position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 1,264 General Dynamics shares in Q3 2018, an estimated $236K.
  • Epstein & White Financial first reported a position in General Dynamics in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's General Dynamics position peaked at $273K in Q1 2018.
  • 1,109 funds tracked by Wall St. Rank held General Dynamics as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.