Partnervest Advisory Services’s General Dynamics GD Stock Holding History

Partnervest Advisory Services’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
2020 Q3	–	Sell	-1,466	Closed	-$219K	–	266
2020 Q2	$219K	Sell	1,466 -248	-14%	-$35K	0.08%	194
2020 Q1	$227K	Buy	+1,714	New	+$285K	0.1%	167
2019 Q3	–	Sell	-1,426	Closed	-$259K	–	268
2019 Q2	$259K	Buy	1,426 +19	+1%	+$3.27K	0.1%	167
2019 Q1	$238K	Buy	+1,407	New	+$237K	0.1%	188
2014 Q3	–	Sell	-1,219	Closed	-$142K	–	391
2014 Q2	$142K	Sell	1,219 -92	-7%	-$10.5K	0.06%	200
2014 Q1	$143K	Buy	1,311 +705	+116%	+$73K	0.06%	184
2013 Q4	$58K	Buy	606 +1	+0.2%	+$89	0.03%	290
2013 Q3	$53K	Sell	605 -120	-17%	-$10.2K	0.03%	282
2013 Q2	$57K	Buy	+725	New	+$54K	0.03%	220

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

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

Partnervest Advisory Services's GD Position: Q3 2020 in Review

Partnervest Advisory Services sold out of General Dynamics (GD) in Q3 2020, closing a stake of 1,466 shares — an estimated $219K sold.

Partnervest Advisory Services first reported a position in GD in Q2 2013 and held it in 9 quarters. The position peaked at $259K in Q2 2019. 1,129 funds tracked by Wall St. Rank hold GD as of Q3 2020.

Partnervest Advisory Services reported no remaining General Dynamics position as of Q3 2020 after selling out during the quarter.
Partnervest Advisory Services sold 1,466 General Dynamics shares in Q3 2020, an estimated $219K.
Partnervest Advisory Services first reported a position in General Dynamics in Q2 2013 and held it in 9 quarters.
Partnervest Advisory Services's General Dynamics position peaked at $259K in Q2 2019.
1,129 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.