TWMP
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Taylor Wealth Management Partners’s General Dynamics GD Stock Holding History

Taylor Wealth Management Partners’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
Q3 		– Sell
-400
Closed -$57K – 170
2015
Q2 		$57K Hold
400
– – 0.02% 89
2015
Q1 		$54K Buy
+400
New +$54.9K 0.02% 81

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ETC
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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
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 $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Wealth Management Partners's GD Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of General Dynamics (GD) in Q3 2015, closing a stake of 400 shares — an estimated $57K sold.

Taylor Wealth Management Partners first reported a position in GD in Q1 2015 and held it in 2 quarters. The position peaked at $57K in Q2 2015. 854 funds tracked by Wall St. Rank hold GD as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining General Dynamics position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 400 General Dynamics shares in Q3 2015, an estimated $57K.
  • Taylor Wealth Management Partners first reported a position in General Dynamics in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's General Dynamics position peaked at $57K in Q2 2015.
  • 854 funds tracked by Wall St. Rank held General Dynamics as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.