Hefty Wealth Partners’s General Dynamics GD Stock Holding History

Hefty Wealth Partners’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 Q1	$107K	Sell	485 -4,702	-91%	-$1.02M	0.07%	103
2017 Q4	$1.05M	Buy	5,187 +133	+3%	+$27.2K	0.65%	41
2017 Q3	$1.04M	Buy	5,054 +86	+2%	+$17.2K	0.69%	46
2017 Q2	$984K	Sell	4,968 -833	-14%	-$163K	0.67%	47
2017 Q1	$1.09M	Buy	5,801 +5,326	+1,121%	+$984K	0.79%	49
2016 Q4	$82K	Hold	475	–	–	0.07%	92
2016 Q3	$73K	Buy	+475	New	+$70.8K	0.06%	106

Other funds holding GD

LAMI

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Hefty Wealth Partners's GD Position: Q1 2018 in Review

Hefty Wealth Partners reduced its General Dynamics (GD) stake by 91% in Q1 2018, selling an estimated $1.02M and leaving 485 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #103.

Hefty Wealth Partners first reported a position in GD in Q3 2016 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2017. 1,183 funds tracked by Wall St. Rank hold GD as of Q1 2018.

Hefty Wealth Partners held 485 shares of General Dynamics worth $107K as of Q1 2018.
Hefty Wealth Partners sold 4,702 General Dynamics shares in Q1 2018, an estimated $1.02M.
General Dynamics made up 0.07% of Hefty Wealth Partners's portfolio in Q1 2018, its #103 holding.
Hefty Wealth Partners first reported a position in General Dynamics in Q3 2016 and has held it in 7 quarters since.
Hefty Wealth Partners's General Dynamics position peaked at $1.09M in Q1 2017.
1,183 funds tracked by Wall St. Rank held General Dynamics as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.