WRF
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Waddell & Reed Financial’s General Dynamics GD Stock Holding History

Waddell & Reed Financial’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
2013
Q4 		– Sell
-412,800
Closed -$36.1M – 566
2013
Q3 		$36.1M Sell
412,800
-1,038,190
-72% -$88.2M 0.07% 241
2013
Q2 		$114M Buy
+1,450,990
New +$108M 0.24% 103

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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Waddell & Reed Financial's GD Position: Q4 2013 in Review

Waddell & Reed Financial sold out of General Dynamics (GD) in Q4 2013, closing a stake of 412,800 shares — an estimated $36.1M sold.

Waddell & Reed Financial first reported a position in GD in Q2 2013 and held it in 2 quarters. The position peaked at $114M in Q2 2013. 701 funds tracked by Wall St. Rank hold GD as of Q4 2013.

  • Waddell & Reed Financial reported no remaining General Dynamics position as of Q4 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 412,800 General Dynamics shares in Q4 2013, an estimated $36.1M.
  • Waddell & Reed Financial first reported a position in General Dynamics in Q2 2013 and held it in 2 quarters.
  • Waddell & Reed Financial's General Dynamics position peaked at $114M in Q2 2013.
  • 701 funds tracked by Wall St. Rank held General Dynamics as of Q4 2013.

Based on Waddell & Reed Financial's 13F filing for Q4 2013, filed 14 Feb 2014.