WA
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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 $9.56B AUM 25.94% 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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return