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Physicians Financial Services’s General Dynamics GD Stock Holding History

Physicians Financial 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
2017
Q1 		– Sell
-452
Closed -$66K – 170
2016
Q4 		$66K Hold
452
– – 0.05% 155
2016
Q3 		$70K Hold
452
– – 0.06% 154
2016
Q2 		$63K Hold
452
– – 0.06% 152
2016
Q1 		$59K Hold
452
– – 0.05% 150
2015
Q4 		$62K Buy
+452
New +$64.6K 0.06% 158

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Physicians Financial Services's GD Position: Q1 2017 in Review

Physicians Financial Services sold out of General Dynamics (GD) in Q1 2017, closing a stake of 452 shares — an estimated $66K sold.

Physicians Financial Services first reported a position in GD in Q4 2015 and held it in 5 quarters. The position peaked at $70K in Q3 2016. 1,023 funds tracked by Wall St. Rank hold GD as of Q1 2017.

  • Physicians Financial Services reported no remaining General Dynamics position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 452 General Dynamics shares in Q1 2017, an estimated $66K.
  • Physicians Financial Services first reported a position in General Dynamics in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's General Dynamics position peaked at $70K in Q3 2016.
  • 1,023 funds tracked by Wall St. Rank held General Dynamics as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.