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Truvvo Partners’s General Dynamics GD Stock Holding History

Truvvo 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
2018
Q2 		– Sell
-1,250
Closed -$276K – 63
2018
Q1 		$276K Hold
1,250
– – 0.1% 86
2017
Q4 		$254K Hold
1,250
– – 0.09% 120
2017
Q3 		$257K Hold
1,250
– – 0.09% 121
2017
Q2 		$247K Hold
1,250
– – 0.09% 120
2017
Q1 		$234K Buy
+1,250
New +$231K 0.1% 110

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truvvo Partners's GD Position: Q2 2018 in Review

Truvvo Partners sold out of General Dynamics (GD) in Q2 2018, closing a stake of 1,250 shares — an estimated $276K sold.

Truvvo Partners first reported a position in GD in Q1 2017 and held it in 5 quarters. The position peaked at $276K in Q1 2018. 1,130 funds tracked by Wall St. Rank hold GD as of Q2 2018.

  • Truvvo Partners reported no remaining General Dynamics position as of Q2 2018 after selling out during the quarter.
  • Truvvo Partners sold 1,250 General Dynamics shares in Q2 2018, an estimated $276K.
  • Truvvo Partners first reported a position in General Dynamics in Q1 2017 and held it in 5 quarters.
  • Truvvo Partners's General Dynamics position peaked at $276K in Q1 2018.
  • 1,130 funds tracked by Wall St. Rank held General Dynamics as of Q2 2018.

Based on Truvvo Partners's 13F filing for Q2 2018, filed 10 Aug 2018.