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Clear Perspective Advisors’s Curtiss-Wright CW Stock Holding History

Clear Perspective Advisors’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
Q3 		– Sell
-116
Closed -$11K – 479
2017
Q2 		$11K Hold
116
– – 0.01% 331
2017
Q1 		$11K Hold
116
– – 0.01% 312
2016
Q4 		$11K Buy
+116
New +$11K 0.01% 311

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Clear Perspective Advisors's CW Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Curtiss-Wright (CW) in Q3 2017, closing a stake of 116 shares — an estimated $11K sold.

Clear Perspective Advisors first reported a position in CW in Q4 2016 and held it in 3 quarters. The position peaked at $11K in Q2 2017. 238 funds tracked by Wall St. Rank hold CW as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Curtiss-Wright position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 116 Curtiss-Wright shares in Q3 2017, an estimated $11K.
  • Clear Perspective Advisors first reported a position in Curtiss-Wright in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's Curtiss-Wright position peaked at $11K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.