Shine Investment Advisory Services’s General Dynamics GD Stock Holding History

Shine Investment Advisory 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
2020 Q3	$26K	Sell	189 -180	-49%	-$26.6K	0.01%	408
2020 Q2	$55K	Buy	369 +332	+897%	+$46.9K	0.02%	268
2020 Q1	$5K	Hold	37	–	–	﹤0.01%	608
2019 Q4	$7K	Hold	37	–	–	﹤0.01%	634
2019 Q3	$7K	Hold	37	–	–	﹤0.01%	615
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	586
2019 Q1	$6K	Hold	37	–	–	﹤0.01%	610
2018 Q4	$6K	Hold	37	–	–	﹤0.01%	590
2018 Q3	$8K	Hold	37	–	–	﹤0.01%	547
2018 Q2	$7K	Sell	37 -145	-80%	-$29.7K	﹤0.01%	583
2018 Q1	$40K	Hold	182	–	–	0.02%	346
2017 Q4	$37K	Hold	182	–	–	0.02%	359
2017 Q3	$37K	Buy	182 +1	+0.6%	+$200	0.02%	354
2017 Q2	$36K	Buy	+181	New	+$35.5K	0.02%	337

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Shine Investment Advisory Services's GD Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its General Dynamics (GD) stake by 49% in Q3 2020, selling an estimated $26.6K and leaving 189 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #408.

Shine Investment Advisory Services first reported a position in GD in Q2 2017 and has held it in 14 quarters since. The position peaked at $55K in Q2 2020. 1,131 funds tracked by Wall St. Rank hold GD as of Q3 2020.

Shine Investment Advisory Services held 189 shares of General Dynamics worth $26K as of Q3 2020.
Shine Investment Advisory Services sold 180 General Dynamics shares in Q3 2020, an estimated $26.6K.
General Dynamics made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #408 holding.
Shine Investment Advisory Services first reported a position in General Dynamics in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's General Dynamics position peaked at $55K in Q2 2020.
1,131 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.