SHJ
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Sharkey, Howes & Javer’s General Dynamics GD Stock Holding History

Sharkey, Howes & Javer’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
-1,000
Closed -$142K – 255
2015
Q3 		$142K Hold
1,000
– – 0.11% 49
2015
Q2 		$142K Hold
1,000
– – 0.11% 34
2015
Q1 		$136K Buy
+1,000
New +$137K 0.09% 55

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 $3.37T AUM 44.26% 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

Sharkey, Howes & Javer's GD Position: Q4 2015 in Review

Sharkey, Howes & Javer sold out of General Dynamics (GD) in Q4 2015, closing a stake of 1,000 shares — an estimated $142K sold.

Sharkey, Howes & Javer first reported a position in GD in Q1 2015 and held it in 3 quarters. The position peaked at $142K in Q3 2015. 884 funds tracked by Wall St. Rank hold GD as of Q4 2015.

  • Sharkey, Howes & Javer reported no remaining General Dynamics position as of Q4 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,000 General Dynamics shares in Q4 2015, an estimated $142K.
  • Sharkey, Howes & Javer first reported a position in General Dynamics in Q1 2015 and held it in 3 quarters.
  • Sharkey, Howes & Javer's General Dynamics position peaked at $142K in Q3 2015.
  • 884 funds tracked by Wall St. Rank held General Dynamics as of Q4 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2015, filed 8 Feb 2016.