KIG
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Kovitz Investment Group’s General Dynamics GD Stock Holding History

Kovitz Investment Group’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
Q2 		– Sell
-7,729
Closed -$545K – 114
2014
Q1 		$545K Buy
+7,729
New +$800K 0.03% 82

Other funds holding GD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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 $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group's GD Position: Q2 2014 in Review

Kovitz Investment Group sold out of General Dynamics (GD) in Q2 2014, closing a stake of 7,729 shares — an estimated $545K sold.

Kovitz Investment Group first reported a position in GD in Q1 2014 and held it in 1 quarter. The position peaked at $545K in Q1 2014. 739 funds tracked by Wall St. Rank hold GD as of Q2 2014.

  • Kovitz Investment Group reported no remaining General Dynamics position as of Q2 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 7,729 General Dynamics shares in Q2 2014, an estimated $545K.
  • Kovitz Investment Group first reported a position in General Dynamics in Q1 2014 and held it in 1 quarter.
  • Kovitz Investment Group's General Dynamics position peaked at $545K in Q1 2014.
  • 739 funds tracked by Wall St. Rank held General Dynamics as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.