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Regal Investment Advisors’s General Dynamics GD Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-75
Closed -$10K – 496
2015
Q3 		$10K Buy
+75
New +$10.8K ﹤0.01% 692
2015
Q2 		– Sell
-91
Closed -$12K – 966
2015
Q1 		$12K Sell
91
-41
-31% -$5.62K ﹤0.01% 649
2014
Q4 		$18K Buy
132
+107
+428% +$14.6K ﹤0.01% 546
2014
Q3 		$3K Buy
+25
New +$3.04K ﹤0.01% 844
2014
Q2 		– Sell
-40
Closed -$4K – 919
2014
Q1 		$4K Sell
40
-1
-2% -$104 ﹤0.01% 767
2013
Q4 		$4K Sell
41
-1
-2% -$89 ﹤0.01% 698
2013
Q3 		$4K Sell
42
-1
-2% -$85 ﹤0.01% 721
2013
Q2 		$3K Buy
+43
New +$3.2K ﹤0.01% 749

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regal Investment Advisors's GD Position: Q4 2015 in Review

Regal Investment Advisors sold out of General Dynamics (GD) in Q4 2015, closing a stake of 75 shares — an estimated $10K sold.

Regal Investment Advisors first reported a position in GD in Q2 2013 and held it in 8 quarters. The position peaked at $18K in Q4 2014. 884 funds tracked by Wall St. Rank hold GD as of Q4 2015.

  • Regal Investment Advisors reported no remaining General Dynamics position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 75 General Dynamics shares in Q4 2015, an estimated $10K.
  • Regal Investment Advisors first reported a position in General Dynamics in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's General Dynamics position peaked at $18K in Q4 2014.
  • 884 funds tracked by Wall St. Rank held General Dynamics as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.