Polaris Wealth Advisory Group’s General Dynamics GD Stock Holding History

Polaris Wealth Advisory Group’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
2019 Q2	–	Sell	-1,860	Closed	-$320K	–	155
2019 Q1	$320K	Buy	1,860 +93	+5%	+$15.7K	0.02%	130
2018 Q4	$278K	Buy	1,767 +44	+3%	+$7.88K	0.03%	123
2018 Q3	$353K	Sell	1,723 -100,845	-98%	-$19.7M	0.02%	122
2018 Q2	$22.7M	Sell	102,568 -453	-0.4%	-$92.8K	1.91%	19
2018 Q1	$22.8M	Buy	103,021 +10,188	+11%	+$2.22M	1.86%	18
2017 Q4	$18.9M	Buy	92,833 +4,259	+5%	+$870K	1.55%	31
2017 Q3	$18.2M	Buy	88,574 +482	+0.5%	+$96.6K	1.6%	29
2017 Q2	$17.5M	Sell	88,092 -3,096	-3%	-$606K	1.99%	24
2017 Q1	$17.1M	Sell	91,188 -1,357	-1%	-$251K	1.86%	25
2016 Q4	$16M	Sell	92,545 -7,381	-7%	-$1.21M	1.85%	25
2016 Q3	$15.5M	Buy	99,926 +3,827	+4%	+$570K	1.85%	26
2016 Q2	$13.4M	Buy	+96,099	New	+$13.4M	2.08%	23
2015 Q2	–	Sell	-35,907	Closed	-$4.87M	–	76
2015 Q1	$4.87M	Buy	35,907 +12,330	+52%	+$1.69M	0.89%	45
2014 Q4	$3.25M	Buy	23,577 +502	+2%	+$68.3K	0.67%	40
2014 Q3	$2.93M	Buy	23,075 +3,210	+16%	+$390K	0.66%	31
2014 Q2	$2.31M	Buy	19,865 +1,315	+7%	+$150K	0.52%	39
2014 Q1	$2.02M	Buy	+18,550	New	+$1.92M	0.47%	44

Other funds holding GD

LAMI

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

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

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

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

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

Polaris Wealth Advisory Group's GD Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of General Dynamics (GD) in Q2 2019, closing a stake of 1,860 shares — an estimated $320K sold.

Polaris Wealth Advisory Group first reported a position in GD in Q1 2014 and held it in 17 quarters. The position peaked at $22.8M in Q1 2018. 1,054 funds tracked by Wall St. Rank hold GD as of Q2 2019.

Polaris Wealth Advisory Group reported no remaining General Dynamics position as of Q2 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,860 General Dynamics shares in Q2 2019, an estimated $320K.
Polaris Wealth Advisory Group first reported a position in General Dynamics in Q1 2014 and held it in 17 quarters.
Polaris Wealth Advisory Group's General Dynamics position peaked at $22.8M in Q1 2018.
1,054 funds tracked by Wall St. Rank held General Dynamics as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.