Roundview Capital’s General Dynamics GD Stock Holding History

Roundview Capital’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
2018 Q4	–	Sell	-1,074	Closed	-$220K	–	210
2018 Q3	$220K	Buy	+1,074	New	+$210K	0.05%	207
2018 Q2	–	Sell	-1,047	Closed	-$231K	–	216
2018 Q1	$231K	Hold	1,047	–	–	0.07%	198
2017 Q4	$213K	Buy	1,047 +1	+0.1%	+$204	0.06%	217
2017 Q3	$215K	Buy	+1,046	New	+$210K	0.06%	201

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Roundview Capital's GD Position: Q4 2018 in Review

Roundview Capital sold out of General Dynamics (GD) in Q4 2018, closing a stake of 1,074 shares — an estimated $220K sold.

Roundview Capital first reported a position in GD in Q3 2017 and held it in 4 quarters. The position peaked at $231K in Q1 2018. 1,062 funds tracked by Wall St. Rank hold GD as of Q4 2018.

Roundview Capital reported no remaining General Dynamics position as of Q4 2018 after selling out during the quarter.
Roundview Capital sold 1,074 General Dynamics shares in Q4 2018, an estimated $220K.
Roundview Capital first reported a position in General Dynamics in Q3 2017 and held it in 4 quarters.
Roundview Capital's General Dynamics position peaked at $231K in Q1 2018.
1,062 funds tracked by Wall St. Rank held General Dynamics as of Q4 2018.

Based on Roundview Capital's 13F filing for Q4 2018, filed 13 Feb 2019.