FGC
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Financial Gravity Companies’s General Dynamics GD Stock Holding History

Financial Gravity Companies’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
Q4 		$25K Buy
+148
New +$26.5K 0.02% 452
2018
Q1 		$39K Buy
198
+170
+607% +$37K 0.04% 382
2017
Q4 		$6K Buy
+28
New +$5.72K 0.01% 668

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

Financial Gravity Companies's GD Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in General Dynamics (GD) in Q4 2018: 148 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GD as recently as Q1 2018.

Financial Gravity Companies first reported a position in GD in Q4 2017 and has held it in 3 quarters since. The position peaked at $39K in Q1 2018. 1,062 funds tracked by Wall St. Rank hold GD as of Q4 2018.

  • Financial Gravity Companies held 148 shares of General Dynamics worth $25K as of Q4 2018.
  • General Dynamics was a new Financial Gravity Companies position in Q4 2018.
  • General Dynamics made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #452 holding.
  • Financial Gravity Companies first reported a position in General Dynamics in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's General Dynamics position peaked at $39K in Q1 2018.
  • 1,062 funds tracked by Wall St. Rank held General Dynamics as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.