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Lucia Wealth Services’s General Dynamics GD Stock Holding History

Lucia Wealth Services’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
Q2 		– Sell
-63
Closed -$14K – 213
2018
Q1 		$14K Sell
63
-1,192
-95% -$259K ﹤0.01% 178
2017
Q4 		$255K Buy
+1,255
New +$256K 0.11% 108

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucia Wealth Services's GD Position: Q2 2018 in Review

Lucia Wealth Services sold out of General Dynamics (GD) in Q2 2018, closing a stake of 63 shares — an estimated $14K sold.

Lucia Wealth Services first reported a position in GD in Q4 2017 and held it in 2 quarters. The position peaked at $255K in Q4 2017. 1,131 funds tracked by Wall St. Rank hold GD as of Q2 2018.

  • Lucia Wealth Services reported no remaining General Dynamics position as of Q2 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 63 General Dynamics shares in Q2 2018, an estimated $14K.
  • Lucia Wealth Services first reported a position in General Dynamics in Q4 2017 and held it in 2 quarters.
  • Lucia Wealth Services's General Dynamics position peaked at $255K in Q4 2017.
  • 1,131 funds tracked by Wall St. Rank held General Dynamics as of Q2 2018.

Based on Lucia Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.