Monroe Bank & Trust’s General Dynamics GD Stock Holding History

Monroe Bank & Trust’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 Q3	–	Sell	-100	Closed	-$20K	–	164
2017 Q2	$20K	Buy	+100	New	+$19.6K	0.01%	201
2017 Q1	–	Sell	-174	Closed	-$30K	–	284
2016 Q4	$30K	Buy	+174	New	+$28.5K	0.01%	190
2016 Q2	–	Sell	-144	Closed	-$19K	–	193
2016 Q1	$19K	Buy	144 +74	+106%	+$9.81K	0.01%	231
2015 Q4	$10K	Sell	70 -70	-50%	-$10K	﹤0.01%	268
2015 Q3	$19K	Buy	+140	New	+$20.3K	0.01%	225

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monroe Bank & Trust's GD Position: Q3 2017 in Review

Monroe Bank & Trust sold out of General Dynamics (GD) in Q3 2017, closing a stake of 100 shares — an estimated $20K sold.

Monroe Bank & Trust first reported a position in GD in Q3 2015 and held it in 5 quarters. The position peaked at $30K in Q4 2016. 1,043 funds tracked by Wall St. Rank hold GD as of Q3 2017.

Monroe Bank & Trust reported no remaining General Dynamics position as of Q3 2017 after selling out during the quarter.
Monroe Bank & Trust sold 100 General Dynamics shares in Q3 2017, an estimated $20K.
Monroe Bank & Trust first reported a position in General Dynamics in Q3 2015 and held it in 5 quarters.
Monroe Bank & Trust's General Dynamics position peaked at $30K in Q4 2016.
1,043 funds tracked by Wall St. Rank held General Dynamics as of Q3 2017.

Based on Monroe Bank & Trust's 13F filing for Q3 2017, filed 8 Nov 2017.