KWA
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KCS Wealth Advisory’s General Dynamics GD Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-170
Closed -$31K – 235
2019
Q3 		$31K Buy
+170
New +$31.6K 0.02% 275

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCS Wealth Advisory's GD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of General Dynamics (GD) in Q4 2019, closing a stake of 170 shares — an estimated $31K sold.

KCS Wealth Advisory first reported a position in GD in Q3 2019 and held it in 1 quarter. The position peaked at $31K in Q3 2019. 1,157 funds tracked by Wall St. Rank hold GD as of Q4 2019.

  • KCS Wealth Advisory reported no remaining General Dynamics position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 170 General Dynamics shares in Q4 2019, an estimated $31K.
  • KCS Wealth Advisory first reported a position in General Dynamics in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's General Dynamics position peaked at $31K in Q3 2019.
  • 1,157 funds tracked by Wall St. Rank held General Dynamics as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.