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Lupo Securities’s General Dynamics GD Stock Holding History

Lupo Securities’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
2015
Q1 		– Sell
-4,277
Closed -$589K – 540
2014
Q4 		$589K Buy
+4,277
New +$582K 0.29% 25

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lupo Securities's GD Position: Q1 2015 in Review

Lupo Securities sold out of General Dynamics (GD) in Q1 2015, closing a stake of 4,277 shares — an estimated $589K sold.

Lupo Securities first reported a position in GD in Q4 2014 and held it in 1 quarter. The position peaked at $589K in Q4 2014. 828 funds tracked by Wall St. Rank hold GD as of Q1 2015.

  • Lupo Securities reported no remaining General Dynamics position as of Q1 2015 after selling out during the quarter.
  • Lupo Securities sold 4,277 General Dynamics shares in Q1 2015, an estimated $589K.
  • Lupo Securities first reported a position in General Dynamics in Q4 2014 and held it in 1 quarter.
  • Lupo Securities's General Dynamics position peaked at $589K in Q4 2014.
  • 828 funds tracked by Wall St. Rank held General Dynamics as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.