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Ullmann Wealth Partners Group’s General Dynamics GD Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-100
Closed -$19K – 76
2017
Q2 		$19K Hold
100
– – 0.01% 120
2017
Q1 		$18K Buy
+100
New +$18.5K 0.01% 113

Other funds holding GD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ullmann Wealth Partners Group's GD Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of General Dynamics (GD) in Q3 2017, closing a stake of 100 shares — an estimated $19K sold.

Ullmann Wealth Partners Group first reported a position in GD in Q1 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2017. 1,043 funds tracked by Wall St. Rank hold GD as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining General Dynamics position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 100 General Dynamics shares in Q3 2017, an estimated $19K.
  • Ullmann Wealth Partners Group first reported a position in General Dynamics in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's General Dynamics position peaked at $19K in Q2 2017.
  • 1,043 funds tracked by Wall St. Rank held General Dynamics as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.