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Lee Financial Group Hawaii’s General Dynamics GD Stock Holding History

Lee Financial Group Hawaii’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
2018
Q3 		– Sell
-18,085
Closed -$3.37M – 34
2018
Q2 		$3.37M Buy
18,085
+632
+4% +$129K 3.12% 10
2018
Q1 		$3.85M Buy
17,453
+265
+2% +$57.6K 3.72% 7
2017
Q4 		$3.5M Buy
+17,188
New +$3.51M 3.25% 7

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Lee Financial Group Hawaii's GD Position: Q3 2018 in Review

Lee Financial Group Hawaii sold out of General Dynamics (GD) in Q3 2018, closing a stake of 18,085 shares — an estimated $3.37M sold.

Lee Financial Group Hawaii first reported a position in GD in Q4 2017 and held it in 3 quarters. The position peaked at $3.85M in Q1 2018. 1,108 funds tracked by Wall St. Rank hold GD as of Q3 2018.

  • Lee Financial Group Hawaii reported no remaining General Dynamics position as of Q3 2018 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 18,085 General Dynamics shares in Q3 2018, an estimated $3.37M.
  • Lee Financial Group Hawaii first reported a position in General Dynamics in Q4 2017 and held it in 3 quarters.
  • Lee Financial Group Hawaii's General Dynamics position peaked at $3.85M in Q1 2018.
  • 1,108 funds tracked by Wall St. Rank held General Dynamics as of Q3 2018.

Based on Lee Financial Group Hawaii's 13F filing for Q3 2018, filed 23 Oct 2018.