Independent Portfolio Consultants’s General Dynamics GD Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$23K	Sell	115 -90	-44%	-$17.6K	0.01%	596
2017 Q1	$38K	Sell	205 -20	-9%	-$3.7K	0.01%	598
2016 Q4	$39K	Sell	225 -35	-13%	-$5.73K	0.01%	575
2016 Q3	$40K	Sell	260 -15	-5%	-$2.24K	0.01%	581
2016 Q2	$38K	Sell	275 -10	-4%	-$1.39K	0.01%	580
2016 Q1	$37K	Hold	285	–	–	0.01%	614
2015 Q4	$39K	Hold	285	–	–	0.01%	610
2015 Q3	$39K	Sell	285 -25	-8%	-$3.62K	0.01%	614
2015 Q2	$44K	Buy	310 +277	+839%	+$38.5K	0.01%	638
2015 Q1	$4K	Buy	+33	New	+$4.53K	﹤0.01%	780
2014 Q3	–	Sell	-206	Closed	-$24K	–	878
2014 Q2	$24K	Buy	+206	New	+$23.4K	0.01%	749

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Independent Portfolio Consultants's GD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its General Dynamics (GD) stake by 44% in Q2 2017, selling an estimated $17.6K and leaving 115 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #596.

Independent Portfolio Consultants first reported a position in GD in Q2 2014 and has held it in 11 quarters since. The position peaked at $44K in Q2 2015. 1,036 funds tracked by Wall St. Rank hold GD as of Q2 2017.

Independent Portfolio Consultants held 115 shares of General Dynamics worth $23K as of Q2 2017.
Independent Portfolio Consultants sold 90 General Dynamics shares in Q2 2017, an estimated $17.6K.
General Dynamics made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #596 holding.
Independent Portfolio Consultants first reported a position in General Dynamics in Q2 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's General Dynamics position peaked at $44K in Q2 2015.
1,036 funds tracked by Wall St. Rank held General Dynamics as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.