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Community Financial Services Group’s Curtiss-Wright CW Stock Holding History

Community Financial Services Group’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
2020
Q1 		– Sell
-1,648
Closed -$232K – 70
2019
Q4 		$232K Hold
1,648
– – 0.06% 76
2019
Q3 		$213K Hold
1,648
– – 0.06% 77
2019
Q2 		$210K Sell
1,648
-2,600
-61% -$300K 0.07% 67
2019
Q1 		$481K Hold
4,248
– – 0.16% 54
2018
Q4 		$434K Hold
4,248
– – 0.16% 56
2018
Q3 		$584K Hold
4,248
– – 0.2% 52
2018
Q2 		$506K Buy
4,248
+2,600
+158% +$339K 0.18% 53
2018
Q1 		$223K Hold
1,648
– – 0.09% 66
2017
Q4 		$201K Buy
+1,648
New +$194K 0.08% 67

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Community Financial Services Group's CW Position: Q1 2020 in Review

Community Financial Services Group sold out of Curtiss-Wright (CW) in Q1 2020, closing a stake of 1,648 shares — an estimated $232K sold.

Community Financial Services Group first reported a position in CW in Q4 2017 and held it in 9 quarters. The position peaked at $584K in Q3 2018. 307 funds tracked by Wall St. Rank hold CW as of Q1 2020.

  • Community Financial Services Group reported no remaining Curtiss-Wright position as of Q1 2020 after selling out during the quarter.
  • Community Financial Services Group sold 1,648 Curtiss-Wright shares in Q1 2020, an estimated $232K.
  • Community Financial Services Group first reported a position in Curtiss-Wright in Q4 2017 and held it in 9 quarters.
  • Community Financial Services Group's Curtiss-Wright position peaked at $584K in Q3 2018.
  • 307 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2020.

Based on Community Financial Services Group's 13F filing for Q1 2020, filed 10 Apr 2020.