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Kelman-Lazarov Inc’s General Dynamics GD Stock Holding History

Kelman-Lazarov Inc’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
2016
Q2 		– Sell
-1,325
Closed -$175K – 383
2016
Q1 		$175K Buy
+1,325
New +$176K 0.1% 120

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kelman-Lazarov Inc's GD Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of General Dynamics (GD) in Q2 2016, closing a stake of 1,325 shares — an estimated $175K sold.

Kelman-Lazarov Inc first reported a position in GD in Q1 2016 and held it in 1 quarter. The position peaked at $175K in Q1 2016. 886 funds tracked by Wall St. Rank hold GD as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining General Dynamics position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,325 General Dynamics shares in Q2 2016, an estimated $175K.
  • Kelman-Lazarov Inc first reported a position in General Dynamics in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's General Dynamics position peaked at $175K in Q1 2016.
  • 886 funds tracked by Wall St. Rank held General Dynamics as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.