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Lucus Advisors’s General Dynamics GD Stock Holding History

Lucus Advisors’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
2016
Q1 		– Sell
-2,138
Closed -$294K – 304
2015
Q4 		$294K Sell
2,138
-1,058
-33% -$151K 0.18% 257
2015
Q3 		$441K Sell
3,196
-448
-12% -$64.8K 0.25% 158
2015
Q2 		$516K Sell
3,644
-209
-5% -$29K 0.25% 61
2015
Q1 		$523K Buy
3,853
+592
+18% +$81.2K 0.27% 108
2014
Q4 		$449K Buy
+3,261
New +$444K 0.2% 227

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lucus Advisors's GD Position: Q1 2016 in Review

Lucus Advisors sold out of General Dynamics (GD) in Q1 2016, closing a stake of 2,138 shares — an estimated $294K sold.

Lucus Advisors first reported a position in GD in Q4 2014 and held it in 5 quarters. The position peaked at $523K in Q1 2015. 857 funds tracked by Wall St. Rank hold GD as of Q1 2016.

  • Lucus Advisors reported no remaining General Dynamics position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 2,138 General Dynamics shares in Q1 2016, an estimated $294K.
  • Lucus Advisors first reported a position in General Dynamics in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's General Dynamics position peaked at $523K in Q1 2015.
  • 857 funds tracked by Wall St. Rank held General Dynamics as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.