CIAS
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Capital Investment Advisory Services’s CDW CDW Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-108
Closed -$12K – 1380
2019
Q2 		$12K Buy
+108
New +$11.3K ﹤0.01% 912

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State Street
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Kayne Anderson Rudnick Investment Management
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's CDW Position: Q3 2019 in Review

Capital Investment Advisory Services sold out of CDW (CDW) in Q3 2019, closing a stake of 108 shares — an estimated $12K sold.

Capital Investment Advisory Services first reported a position in CDW in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 589 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

  • Capital Investment Advisory Services reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 108 CDW shares in Q3 2019, an estimated $12K.
  • Capital Investment Advisory Services first reported a position in CDW in Q2 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's CDW position peaked at $12K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held CDW as of Q3 2019.

Based on Capital Investment Advisory Services's 13F filing for Q3 2019, filed 17 Oct 2019.