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Whalerock Point Partners’s General Dynamics GD Stock Holding History

Whalerock Point Partners’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
Q3 		– Sell
-1,200
Closed -$238K – 167
2017
Q2 		$238K Sell
1,200
-50
-4% -$9.79K 0.09% 148
2017
Q1 		$234K Buy
1,250
+50
+4% +$9.24K 0.09% 136
2016
Q4 		$207K Buy
+1,200
New +$196K 0.08% 136
2016
Q1 		$229K Sell
1,750
-437
-20% -$57.9K 0.1% 125
2015
Q4 		$300K Sell
2,187
-434
-17% -$62K 0.13% 112
2015
Q3 		$361K Buy
+2,621
New +$379K 0.16% 106

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Whalerock Point Partners's GD Position: Q3 2017 in Review

Whalerock Point Partners sold out of General Dynamics (GD) in Q3 2017, closing a stake of 1,200 shares — an estimated $238K sold.

Whalerock Point Partners first reported a position in GD in Q3 2015 and held it in 6 quarters. The position peaked at $361K in Q3 2015. 1,043 funds tracked by Wall St. Rank hold GD as of Q3 2017.

  • Whalerock Point Partners reported no remaining General Dynamics position as of Q3 2017 after selling out during the quarter.
  • Whalerock Point Partners sold 1,200 General Dynamics shares in Q3 2017, an estimated $238K.
  • Whalerock Point Partners first reported a position in General Dynamics in Q3 2015 and held it in 6 quarters.
  • Whalerock Point Partners's General Dynamics position peaked at $361K in Q3 2015.
  • 1,043 funds tracked by Wall St. Rank held General Dynamics as of Q3 2017.

Based on Whalerock Point Partners's 13F filing for Q3 2017, filed 31 Oct 2017.