EWA
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ERTS Wealth Advisors’s General Dynamics GD Stock Holding History

ERTS Wealth 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
2019
Q1 		– Sell
-410
Closed -$64K – 167
2018
Q4 		$64K Buy
+410
New +$73.5K 0.05% 146

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
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

ERTS Wealth Advisors's GD Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of General Dynamics (GD) in Q1 2019, closing a stake of 410 shares — an estimated $64K sold.

ERTS Wealth Advisors first reported a position in GD in Q4 2018 and held it in 1 quarter. The position peaked at $64K in Q4 2018. 1,092 funds tracked by Wall St. Rank hold GD as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining General Dynamics position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 410 General Dynamics shares in Q1 2019, an estimated $64K.
  • ERTS Wealth Advisors first reported a position in General Dynamics in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's General Dynamics position peaked at $64K in Q4 2018.
  • 1,092 funds tracked by Wall St. Rank held General Dynamics as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.