LBA Wealth Management’s General Dynamics GD Stock Holding History

LBA Wealth Management’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 Q1	$75K	Hold	400	–	–	0.04%	169
2016 Q4	$69K	Sell	400 -170	-30%	-$27.8K	0.04%	169
2016 Q3	$88K	Hold	570	–	–	0.05%	160
2016 Q2	$79K	Hold	570	–	–	0.04%	167
2016 Q1	$75K	Sell	570 -170	-23%	-$22.5K	0.04%	171
2015 Q4	$102K	Sell	740 -150	-17%	-$21.4K	0.06%	159
2015 Q3	$123K	Buy	890 +94	+12%	+$13.6K	0.08%	133
2015 Q2	$113K	Sell	796 -2,105	-73%	-$292K	0.07%	127
2015 Q1	$394K	Hold	2,901	–	–	0.25%	68
2014 Q4	$399K	Buy	2,901 +850	+41%	+$116K	0.26%	55
2014 Q3	$261K	Sell	2,051 -400	-16%	-$48.6K	0.18%	67
2014 Q2	$286K	Sell	2,451 -160	-6%	-$18.2K	0.23%	62
2014 Q1	$284K	Buy	2,611 +550	+27%	+$57K	0.23%	64
2013 Q4	$197K	Buy	+2,061	New	+$184K	0.16%	77

Other funds holding GD

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LBA Wealth Management's GD Position: Q1 2017 in Review

LBA Wealth Management held its General Dynamics (GD) position steady in Q1 2017 at 400 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #169.

LBA Wealth Management first reported a position in GD in Q4 2013 and has held it in 14 quarters since. The position peaked at $399K in Q4 2014. 1,022 funds tracked by Wall St. Rank hold GD as of Q1 2017.

LBA Wealth Management held 400 shares of General Dynamics worth $75K as of Q1 2017.
LBA Wealth Management left its General Dynamics share count unchanged in Q1 2017.
General Dynamics made up 0.04% of LBA Wealth Management's portfolio in Q1 2017, its #169 holding.
LBA Wealth Management first reported a position in General Dynamics in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's General Dynamics position peaked at $399K in Q4 2014.
1,022 funds tracked by Wall St. Rank held General Dynamics as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.