KFP
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Keystone Financial Planning’s General Dynamics GD Stock Holding History

Keystone Financial Planning’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
2014
Q1 		– Sell
-168
Closed -$16K – 66
2013
Q4 		$16K Buy
+168
New +$15K 0.01% 77

Other funds holding GD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keystone Financial Planning's GD Position: Q1 2014 in Review

Keystone Financial Planning sold out of General Dynamics (GD) in Q1 2014, closing a stake of 168 shares — an estimated $16K sold.

Keystone Financial Planning first reported a position in GD in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 732 funds tracked by Wall St. Rank hold GD as of Q1 2014.

  • Keystone Financial Planning reported no remaining General Dynamics position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 168 General Dynamics shares in Q1 2014, an estimated $16K.
  • Keystone Financial Planning first reported a position in General Dynamics in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's General Dynamics position peaked at $16K in Q4 2013.
  • 732 funds tracked by Wall St. Rank held General Dynamics as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.