CWA
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Constellation Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Constellation Wealth 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
2014
Q1 		– Sell
-3,300
Closed -$205K – 189
2013
Q4 		$205K Buy
+3,300
New +$171K 0.02% 188

Other funds holding CW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Constellation Wealth Advisors's CW Position: Q1 2014 in Review

Constellation Wealth Advisors sold out of Curtiss-Wright (CW) in Q1 2014, closing a stake of 3,300 shares — an estimated $205K sold.

Constellation Wealth Advisors first reported a position in CW in Q4 2013 and held it in 1 quarter. The position peaked at $205K in Q4 2013. 206 funds tracked by Wall St. Rank hold CW as of Q1 2014.

  • Constellation Wealth Advisors reported no remaining Curtiss-Wright position as of Q1 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 3,300 Curtiss-Wright shares in Q1 2014, an estimated $205K.
  • Constellation Wealth Advisors first reported a position in Curtiss-Wright in Q4 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's Curtiss-Wright position peaked at $205K in Q4 2013.
  • 206 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2014.

Based on Constellation Wealth Advisors's 13F filing for Q1 2014, filed 7 May 2014.