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Rockefeller Financial Services’s General Dynamics GD Stock Holding History

Rockefeller 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
Q4 		$89K Hold
435
– – ﹤0.01% 386
2017
Q3 		$89K Buy
+435
New +$87.2K ﹤0.01% 389
2014
Q2 		– Sell
-2,735
Closed -$298K – 636
2014
Q1 		$298K Hold
2,735
– – 0.01% 305
2013
Q4 		$261K Hold
2,735
– – 0.01% 325
2013
Q3 		$239K Hold
2,735
– – 0.01% 315
2013
Q2 		$214K Buy
+2,735
New +$204K 0.01% 323

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockefeller Financial Services's GD Position: Q4 2017 in Review

Rockefeller Financial Services held its General Dynamics (GD) position steady in Q4 2017 at 435 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Rockefeller Financial Services first reported a position in GD in Q2 2013 and has held it in 6 quarters since. The position peaked at $298K in Q1 2014. 1,150 funds tracked by Wall St. Rank hold GD as of Q4 2017.

  • Rockefeller Financial Services held 435 shares of General Dynamics worth $89K as of Q4 2017.
  • Rockefeller Financial Services left its General Dynamics share count unchanged in Q4 2017.
  • General Dynamics made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #386 holding.
  • Rockefeller Financial Services first reported a position in General Dynamics in Q2 2013 and has held it in 6 quarters since.
  • Rockefeller Financial Services's General Dynamics position peaked at $298K in Q1 2014.
  • 1,150 funds tracked by Wall St. Rank held General Dynamics as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.