SMA
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Simply Money Advisors’s General Dynamics GD Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-47
Closed -$4K – 210
2013
Q2 		$4K Buy
+47
New +$3.5K ﹤0.01% 288

Other funds holding GD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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 $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simply Money Advisors's GD Position: Q3 2013 in Review

Simply Money Advisors sold out of General Dynamics (GD) in Q3 2013, closing a stake of 47 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in GD in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 656 funds tracked by Wall St. Rank hold GD as of Q3 2013.

  • Simply Money Advisors reported no remaining General Dynamics position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 47 General Dynamics shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in General Dynamics in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's General Dynamics position peaked at $4K in Q2 2013.
  • 656 funds tracked by Wall St. Rank held General Dynamics as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.