NCM
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Nelson Capital Management’s General Dynamics GD Stock Holding History

Nelson Capital 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
2017
Q4 		– Sell
-210
Closed -$43K – 346
2017
Q3 		$43K Buy
+210
New +$42.1K 0.01% 135
2017
Q2 		– Sell
-210
Closed -$39K – 294
2017
Q1 		$39K Buy
+210
New +$38.8K 0.01% 137

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nelson Capital Management's GD Position: Q4 2017 in Review

Nelson Capital Management sold out of General Dynamics (GD) in Q4 2017, closing a stake of 210 shares — an estimated $43K sold.

Nelson Capital Management first reported a position in GD in Q1 2017 and held it in 2 quarters. The position peaked at $43K in Q3 2017. 1,150 funds tracked by Wall St. Rank hold GD as of Q4 2017.

  • Nelson Capital Management reported no remaining General Dynamics position as of Q4 2017 after selling out during the quarter.
  • Nelson Capital Management sold 210 General Dynamics shares in Q4 2017, an estimated $43K.
  • Nelson Capital Management first reported a position in General Dynamics in Q1 2017 and held it in 2 quarters.
  • Nelson Capital Management's General Dynamics position peaked at $43K in Q3 2017.
  • 1,150 funds tracked by Wall St. Rank held General Dynamics as of Q4 2017.

Based on Nelson Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.