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Steel Grove Capital Advisors’s General Dynamics GD Stock Holding History

Steel Grove Capital 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
2014
Q1 		– Sell
-40,669
Closed -$3.89M – 141
2013
Q4 		$3.89M Buy
40,669
+3,442
+9% +$307K 0.98% 30
2013
Q3 		$3.26M Buy
37,227
+812
+2% +$69K 0.92% 30
2013
Q2 		$2.85M Buy
+36,415
New +$2.71M 0.91% 35

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steel Grove Capital Advisors's GD Position: Q1 2014 in Review

Steel Grove Capital Advisors sold out of General Dynamics (GD) in Q1 2014, closing a stake of 40,669 shares — an estimated $3.89M sold.

Steel Grove Capital Advisors first reported a position in GD in Q2 2013 and held it in 3 quarters. The position peaked at $3.89M in Q4 2013. 732 funds tracked by Wall St. Rank hold GD as of Q1 2014.

  • Steel Grove Capital Advisors reported no remaining General Dynamics position as of Q1 2014 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 40,669 General Dynamics shares in Q1 2014, an estimated $3.89M.
  • Steel Grove Capital Advisors first reported a position in General Dynamics in Q2 2013 and held it in 3 quarters.
  • Steel Grove Capital Advisors's General Dynamics position peaked at $3.89M in Q4 2013.
  • 732 funds tracked by Wall St. Rank held General Dynamics as of Q1 2014.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2014, filed 15 May 2014.