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Montrusco Bolton Investments’s General Dynamics GD Stock Holding History

Montrusco Bolton Investments’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
-1,366
Closed -$271K – 82
2017
Q2 		$271K Buy
+1,366
New +$268K 0.01% 71
2015
Q1 		– Sell
-6,690
Closed -$921K – 96
2014
Q4 		$921K Sell
6,690
-550
-8% -$74.8K 0.07% 64
2014
Q3 		$920K Sell
7,240
-480
-6% -$58.3K 0.06% 63
2014
Q2 		$900K Sell
7,720
-860
-10% -$97.8K 0.06% 72
2014
Q1 		$935K Buy
+8,580
New +$889K 0.07% 69

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montrusco Bolton Investments's GD Position: Q3 2017 in Review

Montrusco Bolton Investments sold out of General Dynamics (GD) in Q3 2017, closing a stake of 1,366 shares — an estimated $271K sold.

Montrusco Bolton Investments first reported a position in GD in Q1 2014 and held it in 5 quarters. The position peaked at $935K in Q1 2014. 1,043 funds tracked by Wall St. Rank hold GD as of Q3 2017.

  • Montrusco Bolton Investments reported no remaining General Dynamics position as of Q3 2017 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,366 General Dynamics shares in Q3 2017, an estimated $271K.
  • Montrusco Bolton Investments first reported a position in General Dynamics in Q1 2014 and held it in 5 quarters.
  • Montrusco Bolton Investments's General Dynamics position peaked at $935K in Q1 2014.
  • 1,043 funds tracked by Wall St. Rank held General Dynamics as of Q3 2017.

Based on Montrusco Bolton Investments's 13F filing for Q3 2017, filed 18 Oct 2017.