Lyons Wealth Management’s General Dynamics GD Stock Holding History

Lyons Wealth Management’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	-5,976	Closed	-$818K	–	68
2015 Q4	$818K	Sell	5,976 -315	-5%	-$45K	1.04%	25
2015 Q3	$862K	Sell	6,291 -1,591	-20%	-$230K	1.11%	18
2015 Q2	$1.12M	Sell	7,882 -763	-9%	-$106K	1.27%	8
2015 Q1	$1.18M	Sell	8,645 -1,455	-14%	-$200K	1.28%	15
2014 Q4	$1.39M	Sell	10,100 -739	-7%	-$101K	1.46%	7
2014 Q3	$1.38M	Buy	10,839 +8,693	+405%	+$1.06M	1.47%	10
2014 Q2	$250K	Buy	+2,146	New	+$244K	0.22%	57

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lyons Wealth Management's GD Position: Q1 2016 in Review

Lyons Wealth Management sold out of General Dynamics (GD) in Q1 2016, closing a stake of 5,976 shares — an estimated $818K sold.

Lyons Wealth Management first reported a position in GD in Q2 2014 and held it in 7 quarters. The position peaked at $1.39M in Q4 2014. 857 funds tracked by Wall St. Rank hold GD as of Q1 2016.

Lyons Wealth Management reported no remaining General Dynamics position as of Q1 2016 after selling out during the quarter.
Lyons Wealth Management sold 5,976 General Dynamics shares in Q1 2016, an estimated $818K.
Lyons Wealth Management first reported a position in General Dynamics in Q2 2014 and held it in 7 quarters.
Lyons Wealth Management's General Dynamics position peaked at $1.39M in Q4 2014.
857 funds tracked by Wall St. Rank held General Dynamics as of Q1 2016.

Based on Lyons Wealth Management's 13F filing for Q1 2016, filed 20 May 2016.