West Oak Capital’s General Dynamics GD Stock Holding History

West Oak Capital’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
2019 Q4	–	Sell	-1,275	Closed	-$233K	–	294
2019 Q3	$233K	Hold	1,275	–	–	0.14%	99
2019 Q2	$232K	Sell	1,275 -20	-2%	-$3.44K	0.14%	100
2019 Q1	$219K	Hold	1,295	–	–	0.14%	103
2018 Q4	$204K	Hold	1,295	–	–	0.14%	104
2018 Q3	$265K	Hold	1,295	–	–	0.15%	102
2018 Q2	$241K	Hold	1,295	–	–	0.15%	104
2018 Q1	$286K	Sell	1,295 -375	-22%	-$81.6K	0.17%	100
2017 Q4	$340K	Hold	1,670	–	–	0.21%	96
2017 Q3	$343K	Sell	1,670 -25	-1%	-$5.01K	0.2%	99
2017 Q2	$336K	Sell	1,695 -50	-3%	-$9.79K	0.2%	100
2017 Q1	$327K	Buy	1,745 +1,670	+2,227%	+$309K	0.2%	93
2016 Q4	$12.9K	Hold	75	–	–	0.01%	271
2016 Q3	$11.6K	Hold	75	–	–	0.01%	288
2016 Q2	$10.4K	Buy	+75	New	+$10.5K	0.01%	264

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Oak Capital's GD Position: Q4 2019 in Review

West Oak Capital sold out of General Dynamics (GD) in Q4 2019, closing a stake of 1,275 shares — an estimated $233K sold.

West Oak Capital first reported a position in GD in Q2 2016 and held it in 14 quarters. The position peaked at $343K in Q3 2017. 1,157 funds tracked by Wall St. Rank hold GD as of Q4 2019.

West Oak Capital reported no remaining General Dynamics position as of Q4 2019 after selling out during the quarter.
West Oak Capital sold 1,275 General Dynamics shares in Q4 2019, an estimated $233K.
West Oak Capital first reported a position in General Dynamics in Q2 2016 and held it in 14 quarters.
West Oak Capital's General Dynamics position peaked at $343K in Q3 2017.
1,157 funds tracked by Wall St. Rank held General Dynamics as of Q4 2019.

Based on West Oak Capital's 13F filing for Q4 2019, filed 9 Jan 2020.