BRWM
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B. Riley Wealth Management’s Curtiss-Wright CW Stock Holding History

B. Riley Wealth Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-50
Closed -$3K – 261
2015
Q2 		$3K Buy
+50
New +$3.69K ﹤0.01% 914

Other funds holding CW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's CW Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Curtiss-Wright (CW) in Q3 2015, closing a stake of 50 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in CW in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 194 funds tracked by Wall St. Rank hold CW as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Curtiss-Wright position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 50 Curtiss-Wright shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in Curtiss-Wright in Q2 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's Curtiss-Wright position peaked at $3K in Q2 2015.
  • 194 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.