TWM
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Torch Wealth Management’s General Dynamics GD Stock Holding History

Torch Wealth Management’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
Q3 		– Sell
-650
Closed -$76K – 153
2014
Q2 		$76K Hold
650
– – 0.05% 137
2014
Q1 		$71K Hold
650
– – 0.05% 131
2013
Q4 		$62K Buy
+650
New +$58K 0.05% 133

Other funds holding GD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Torch Wealth Management's GD Position: Q3 2014 in Review

Torch Wealth Management sold out of General Dynamics (GD) in Q3 2014, closing a stake of 650 shares — an estimated $76K sold.

Torch Wealth Management first reported a position in GD in Q4 2013 and held it in 3 quarters. The position peaked at $76K in Q2 2014. 765 funds tracked by Wall St. Rank hold GD as of Q3 2014.

  • Torch Wealth Management reported no remaining General Dynamics position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 650 General Dynamics shares in Q3 2014, an estimated $76K.
  • Torch Wealth Management first reported a position in General Dynamics in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's General Dynamics position peaked at $76K in Q2 2014.
  • 765 funds tracked by Wall St. Rank held General Dynamics as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.