HFP
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Holistic Financial Partners’s General Dynamics GD Stock Holding History

Holistic Financial 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
Q2 		– Sell
-70
Closed -$15K – 160
2018
Q1 		$15K Buy
70
+2
+3% +$435 0.01% 295
2017
Q4 		$14K Buy
+68
New +$13.9K 0.01% 310

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Financial Partners's GD Position: Q2 2018 in Review

Holistic Financial Partners sold out of General Dynamics (GD) in Q2 2018, closing a stake of 70 shares — an estimated $15K sold.

Holistic Financial Partners first reported a position in GD in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 1,131 funds tracked by Wall St. Rank hold GD as of Q2 2018.

  • Holistic Financial Partners reported no remaining General Dynamics position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 70 General Dynamics shares in Q2 2018, an estimated $15K.
  • Holistic Financial Partners first reported a position in General Dynamics in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's General Dynamics position peaked at $15K in Q1 2018.
  • 1,131 funds tracked by Wall St. Rank held General Dynamics as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.