Financial Partners Capital Management’s General Dynamics GD Stock Holding History

Financial Partners Capital 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
2016 Q2	–	Sell	-5,795	Closed	-$761K	–	102
2016 Q1	$761K	Hold	5,795	–	–	0.19%	74
2015 Q4	$796K	Hold	5,795	–	–	0.19%	79
2015 Q3	$799K	Sell	5,795 -1,369	-19%	-$198K	0.2%	81
2015 Q2	$1.01M	Hold	7,164	–	–	0.25%	73
2015 Q1	$972K	Hold	7,164	–	–	0.24%	74
2014 Q4	$986K	Buy	7,164 +19	+0.3%	+$2.58K	0.27%	73
2014 Q3	$908K	Buy	+7,145	New	+$868K	0.26%	70

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Partners Capital Management's GD Position: Q2 2016 in Review

Financial Partners Capital Management sold out of General Dynamics (GD) in Q2 2016, closing a stake of 5,795 shares — an estimated $761K sold.

Financial Partners Capital Management first reported a position in GD in Q3 2014 and held it in 7 quarters. The position peaked at $1.01M in Q2 2015. 886 funds tracked by Wall St. Rank hold GD as of Q2 2016.

Financial Partners Capital Management reported no remaining General Dynamics position as of Q2 2016 after selling out during the quarter.
Financial Partners Capital Management sold 5,795 General Dynamics shares in Q2 2016, an estimated $761K.
Financial Partners Capital Management first reported a position in General Dynamics in Q3 2014 and held it in 7 quarters.
Financial Partners Capital Management's General Dynamics position peaked at $1.01M in Q2 2015.
886 funds tracked by Wall St. Rank held General Dynamics as of Q2 2016.

Based on Financial Partners Capital Management's 13F filing for Q2 2016, filed 3 Aug 2016.