WWM
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Windsor Wealth Management’s General Dynamics GD Stock Holding History

Windsor Wealth Management’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
2018
Q2 		– Sell
-1,377
Closed -$304K – 126
2018
Q1 		$304K Buy
+1,377
New +$300K 0.26% 99

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Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Windsor Wealth Management's GD Position: Q2 2018 in Review

Windsor Wealth Management sold out of General Dynamics (GD) in Q2 2018, closing a stake of 1,377 shares — an estimated $304K sold.

Windsor Wealth Management first reported a position in GD in Q1 2018 and held it in 1 quarter. The position peaked at $304K in Q1 2018. 1,131 funds tracked by Wall St. Rank hold GD as of Q2 2018.

  • Windsor Wealth Management reported no remaining General Dynamics position as of Q2 2018 after selling out during the quarter.
  • Windsor Wealth Management sold 1,377 General Dynamics shares in Q2 2018, an estimated $304K.
  • Windsor Wealth Management first reported a position in General Dynamics in Q1 2018 and held it in 1 quarter.
  • Windsor Wealth Management's General Dynamics position peaked at $304K in Q1 2018.
  • 1,131 funds tracked by Wall St. Rank held General Dynamics as of Q2 2018.

Based on Windsor Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.