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Oak Point Wealth Management’s General Dynamics GD Stock Holding History

Oak Point 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
2018
Q1 		– Sell
-4,279
Closed -$865K – 218
2017
Q4 		$865K Buy
+4,279
New +$874K 0.85% 38

Other funds holding GD

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Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's GD Position: Q1 2018 in Review

Oak Point Wealth Management sold out of General Dynamics (GD) in Q1 2018, closing a stake of 4,279 shares — an estimated $865K sold.

Oak Point Wealth Management first reported a position in GD in Q4 2017 and held it in 1 quarter. The position peaked at $865K in Q4 2017. 1,183 funds tracked by Wall St. Rank hold GD as of Q1 2018.

  • Oak Point Wealth Management reported no remaining General Dynamics position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 4,279 General Dynamics shares in Q1 2018, an estimated $865K.
  • Oak Point Wealth Management first reported a position in General Dynamics in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's General Dynamics position peaked at $865K in Q4 2017.
  • 1,183 funds tracked by Wall St. Rank held General Dynamics as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.