WIL
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Winifred I. Li’s General Dynamics GD Stock Holding History

Winifred I. Li’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
2014
Q4 		$41K Sell
300
-600
-67% -$81.6K 0.04% 313
2014
Q3 		$114K Hold
900
– – 0.11% 166
2014
Q2 		$105K Hold
900
– – 0.09% 192
2014
Q1 		$98K Sell
900
-850
-49% -$88K 0.08% 196
2013
Q4 		$167K Hold
1,750
– – 0.14% 139
2013
Q3 		$153K Hold
1,750
– – 0.14% 137
2013
Q2 		$137K Buy
+1,750
New +$130K 0.13% 150

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winifred I. Li's GD Position: Q4 2014 in Review

Winifred I. Li reduced its General Dynamics (GD) stake by 67% in Q4 2014, selling an estimated $81.6K and leaving 300 shares worth $41K. The position accounts for 0.04% of the portfolio, ranked #313.

Winifred I. Li first reported a position in GD in Q2 2013 and has held it in 7 quarters since. The position peaked at $167K in Q4 2013. 846 funds tracked by Wall St. Rank hold GD as of Q4 2014.

  • Winifred I. Li held 300 shares of General Dynamics worth $41K as of Q4 2014.
  • Winifred I. Li sold 600 General Dynamics shares in Q4 2014, an estimated $81.6K.
  • General Dynamics made up 0.04% of Winifred I. Li's portfolio in Q4 2014, its #313 holding.
  • Winifred I. Li first reported a position in General Dynamics in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's General Dynamics position peaked at $167K in Q4 2013.
  • 846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.