AIA
CDW icon

Alera Investment Advisors’s CDW CDW Stock Holding History

Alera Investment Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-82
Closed -$8K – 239
2019
Q1 		$8K Sell
82
-62
-43% -$5.53K ﹤0.01% 511
2018
Q4 		$12K Buy
+144
New +$12.4K 0.01% 385

Other funds holding CDW

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's CDW Position: Q2 2019 in Review

Alera Investment Advisors sold out of CDW (CDW) in Q2 2019, closing a stake of 82 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in CDW in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 576 funds tracked by Wall St. Rank hold CDW as of Q2 2019.

  • Alera Investment Advisors reported no remaining CDW position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 82 CDW shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in CDW in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's CDW position peaked at $12K in Q4 2018.
  • 576 funds tracked by Wall St. Rank held CDW as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.