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US Financial Advisors’s General Dynamics GD Stock Holding History

US Financial 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
2015
Q4 		– Sell
-170
Closed -$23K – 633
2015
Q3 		$23K Hold
170
– – 0.04% 190
2015
Q2 		$24K Hold
170
– – 0.02% 162
2015
Q1 		$23K Hold
170
– – 0.02% 174
2014
Q4 		$23K Buy
+170
New +$23.1K 0.02% 173

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

US Financial Advisors's GD Position: Q4 2015 in Review

US Financial Advisors sold out of General Dynamics (GD) in Q4 2015, closing a stake of 170 shares — an estimated $23K sold.

US Financial Advisors first reported a position in GD in Q4 2014 and held it in 4 quarters. The position peaked at $24K in Q2 2015. 883 funds tracked by Wall St. Rank hold GD as of Q4 2015.

  • US Financial Advisors reported no remaining General Dynamics position as of Q4 2015 after selling out during the quarter.
  • US Financial Advisors sold 170 General Dynamics shares in Q4 2015, an estimated $23K.
  • US Financial Advisors first reported a position in General Dynamics in Q4 2014 and held it in 4 quarters.
  • US Financial Advisors's General Dynamics position peaked at $24K in Q2 2015.
  • 883 funds tracked by Wall St. Rank held General Dynamics as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.