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Clear Perspective Advisors’s CDW CDW Stock Holding History

Clear Perspective 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
Q3 		– Sell
-550
Closed -$61K – 155
2019
Q2 		$61K Buy
+550
New +$57.7K 0.04% 171
2018
Q3 		– Sell
-550
Closed -$44K – 181
2018
Q2 		$44K Hold
550
– – 0.03% 262
2018
Q1 		$39K Hold
550
– – 0.03% 256
2017
Q4 		$38K Hold
550
– – 0.03% 252
2017
Q3 		$36K Hold
550
– – 0.03% 253
2017
Q2 		$34K Hold
550
– – 0.03% 254
2017
Q1 		$32K Hold
550
– – 0.02% 246
2016
Q4 		$29K Buy
+550
New +$26.8K 0.02% 246

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Clear Perspective Advisors's CDW Position: Q3 2019 in Review

Clear Perspective Advisors sold out of CDW (CDW) in Q3 2019, closing a stake of 550 shares — an estimated $61K sold.

Clear Perspective Advisors first reported a position in CDW in Q4 2016 and held it in 8 quarters. The position peaked at $61K in Q2 2019. 589 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

  • Clear Perspective Advisors reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
  • Clear Perspective Advisors sold 550 CDW shares in Q3 2019, an estimated $61K.
  • Clear Perspective Advisors first reported a position in CDW in Q4 2016 and held it in 8 quarters.
  • Clear Perspective Advisors's CDW position peaked at $61K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held CDW as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.