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Legacy Wealth Management (Tennessee)’s General Dynamics GD Stock Holding History

Legacy Wealth Management (Tennessee)’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 		– Sell
-29
Closed -$5.01K – 31
2016
Q4 		$5.01K Buy
+29
New +$4.74K ﹤0.01% 61

Other funds holding GD

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s GD Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of General Dynamics (GD) in Q1 2017, closing a stake of 29 shares — an estimated $5.01K sold.

Legacy Wealth Management (Tennessee) first reported a position in GD in Q4 2016 and held it in 1 quarter. The position peaked at $5.01K in Q4 2016. 1,023 funds tracked by Wall St. Rank hold GD as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining General Dynamics position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 29 General Dynamics shares in Q1 2017, an estimated $5.01K.
  • Legacy Wealth Management (Tennessee) first reported a position in General Dynamics in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s General Dynamics position peaked at $5.01K in Q4 2016.
  • 1,023 funds tracked by Wall St. Rank held General Dynamics as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.