CFO4Life’s CDW CDW Stock Holding History

CFO4Life’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
2016 Q4	$466K	Sell	8,948 -1,077	-11%	-$52.5K	0.39%	44
2016 Q3	$458K	Sell	10,025 -176	-2%	-$7.72K	0.4%	41
2016 Q2	$409K	Buy	10,201 +680	+7%	+$28.2K	0.35%	53
2016 Q1	$395K	Buy	+9,521	New	+$371K	0.35%	50

Other funds holding CDW

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFO4Life's CDW Position: Q4 2016 in Review

CFO4Life reduced its CDW (CDW) stake by 11% in Q4 2016, selling an estimated $52.5K and leaving 8,948 shares worth $466K. The position accounts for 0.39% of the portfolio, ranked #44.

CFO4Life first reported a position in CDW in Q1 2016 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold CDW as of Q4 2016.

CFO4Life held 8,948 shares of CDW worth $466K as of Q4 2016.
CFO4Life sold 1,077 CDW shares in Q4 2016, an estimated $52.5K.
CDW made up 0.39% of CFO4Life's portfolio in Q4 2016, its #44 holding.
CFO4Life first reported a position in CDW in Q1 2016 and has held it in 4 quarters since.
350 funds tracked by Wall St. Rank held CDW as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.