WFG Advisors’s General Dynamics GD Stock Holding History

WFG 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
2017 Q2	$132K	Buy	668 +2	+0.3%	+$392	0.03%	466
2017 Q1	$125K	Sell	666 -599	-47%	-$111K	0.03%	432
2016 Q4	$218K	Buy	1,265 +506	+67%	+$82.8K	0.05%	362
2016 Q3	$118K	Buy	759 +6	+0.8%	+$894	0.03%	479
2016 Q2	$105K	Buy	753 +2	+0.3%	+$279	0.03%	480
2016 Q1	$99K	Buy	751 +18	+2%	+$2.38K	0.03%	472
2015 Q4	$101K	Sell	733 -190	-21%	-$27.2K	0.03%	468
2015 Q3	$127K	Buy	923 +43	+5%	+$6.22K	0.04%	400
2015 Q2	$125K	Buy	880 +43	+5%	+$5.97K	0.03%	472
2015 Q1	$114K	Sell	837 -2,765	-77%	-$379K	0.03%	492
2014 Q4	$496K	Sell	3,602 -527	-13%	-$71.7K	0.1%	222
2014 Q3	$525K	Buy	4,129 +206	+5%	+$25K	0.1%	241
2014 Q2	$457K	Buy	3,923 +90	+2%	+$10.2K	0.09%	270
2014 Q1	$417K	Sell	3,833 -41	-1%	-$4.25K	0.08%	272
2013 Q4	$370K	Buy	3,874 +133	+4%	+$11.9K	0.05%	372
2013 Q3	$327K	Buy	3,741 +249	+7%	+$21.1K	0.05%	372
2013 Q2	$274K	Buy	+3,492	New	+$260K	0.05%	388

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WFG Advisors's GD Position: Q2 2017 in Review

WFG Advisors increased its General Dynamics (GD) stake by 0.3% in Q2 2017, buying an estimated $392 and bringing the position to 668 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #466.

WFG Advisors first reported a position in GD in Q2 2013 and has held it in 17 quarters since. The position peaked at $525K in Q3 2014. 1,036 funds tracked by Wall St. Rank hold GD as of Q2 2017.

WFG Advisors held 668 shares of General Dynamics worth $132K as of Q2 2017.
WFG Advisors bought 2 General Dynamics shares in Q2 2017, an estimated $392.
General Dynamics made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #466 holding.
WFG Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's General Dynamics position peaked at $525K in Q3 2014.
1,036 funds tracked by Wall St. Rank held General Dynamics as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.