HCR Wealth Advisors’s General Dynamics GD Stock Holding History

HCR 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 Q2	–	Sell	-17,878	Closed	-$192K	–	167
2019 Q1	$192K	Buy	+17,878	New	+$3.01M	0.06%	163
2018 Q4	–	Sell	-1,109	Closed	-$226K	–	161
2018 Q3	$226K	Sell	1,109 -60	-5%	-$11.7K	0.07%	140
2018 Q2	$224K	Sell	1,169 -100	-8%	-$20.5K	0.07%	152
2018 Q1	$280K	Buy	1,269 +110	+9%	+$23.9K	0.1%	138
2017 Q4	$236K	Sell	1,159 -44	-4%	-$8.99K	0.08%	150
2017 Q3	$247K	Hold	1,203	–	–	0.1%	138
2017 Q2	$238K	Sell	1,203 -25	-2%	-$4.9K	0.12%	119
2017 Q1	$230K	Buy	1,228 +39	+3%	+$7.21K	0.12%	131
2016 Q4	$205K	Buy	+1,189	New	+$195K	0.11%	135

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

HCR Wealth Advisors's GD Position: Q2 2019 in Review

HCR Wealth Advisors sold out of General Dynamics (GD) in Q2 2019, closing a stake of 17,878 shares — an estimated $192K sold.

HCR Wealth Advisors first reported a position in GD in Q4 2016 and held it in 9 quarters. The position peaked at $280K in Q1 2018. 1,054 funds tracked by Wall St. Rank hold GD as of Q2 2019.

HCR Wealth Advisors reported no remaining General Dynamics position as of Q2 2019 after selling out during the quarter.
HCR Wealth Advisors sold 17,878 General Dynamics shares in Q2 2019, an estimated $192K.
HCR Wealth Advisors first reported a position in General Dynamics in Q4 2016 and held it in 9 quarters.
HCR Wealth Advisors's General Dynamics position peaked at $280K in Q1 2018.
1,054 funds tracked by Wall St. Rank held General Dynamics as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.