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Bruderman Asset Management’s Curtiss-Wright CW Stock Holding History

Bruderman Asset 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
2017
Q2 		– Sell
-2,798
Closed -$255K – 359
2017
Q1 		$255K Hold
2,798
– – 0.07% 101
2016
Q4 		$275K Hold
2,798
– – 0.08% 100
2016
Q3 		$255K Hold
2,798
– – 0.08% 106
2016
Q2 		$236K Hold
2,798
– – 0.07% 113
2016
Q1 		$212K Hold
2,798
– – 0.07% 114
2015
Q4 		$192K Hold
2,798
– – 0.07% 123
2015
Q3 		$175K Hold
2,798
– – 0.07% 113
2015
Q2 		$203K Sell
2,798
-170
-6% -$12.5K 0.08% 105
2015
Q1 		$219K Buy
+2,968
New +$208K 0.09% 103

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bruderman Asset Management's CW Position: Q2 2017 in Review

Bruderman Asset Management sold out of Curtiss-Wright (CW) in Q2 2017, closing a stake of 2,798 shares — an estimated $255K sold.

Bruderman Asset Management first reported a position in CW in Q1 2015 and held it in 9 quarters. The position peaked at $275K in Q4 2016. 235 funds tracked by Wall St. Rank hold CW as of Q2 2017.

  • Bruderman Asset Management reported no remaining Curtiss-Wright position as of Q2 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 2,798 Curtiss-Wright shares in Q2 2017, an estimated $255K.
  • Bruderman Asset Management first reported a position in Curtiss-Wright in Q1 2015 and held it in 9 quarters.
  • Bruderman Asset Management's Curtiss-Wright position peaked at $275K in Q4 2016.
  • 235 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2017.

Based on Bruderman Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.