DIA
CW icon

Dana Investment Advisors’s Curtiss-Wright CW Stock Holding History

Dana Investment 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
2020
Q2 		– Sell
-11,608
Closed -$1.07M – 269
2020
Q1 		$1.07M Sell
11,608
-23
-0.2% -$2.95K 0.07% 171
2019
Q4 		$1.64M Sell
11,631
-1,477
-11% -$200K 0.08% 162
2019
Q3 		$1.7M Sell
13,108
-229
-2% -$28.8K 0.09% 159
2019
Q2 		$1.7M Sell
13,337
-443
-3% -$51K 0.08% 169
2019
Q1 		$1.56M Buy
+13,780
New +$1.57M 0.07% 190

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dana Investment Advisors's CW Position: Q2 2020 in Review

Dana Investment Advisors sold out of Curtiss-Wright (CW) in Q2 2020, closing a stake of 11,608 shares — an estimated $1.07M sold.

Dana Investment Advisors first reported a position in CW in Q1 2019 and held it in 5 quarters. The position peaked at $1.7M in Q3 2019. 310 funds tracked by Wall St. Rank hold CW as of Q2 2020.

  • Dana Investment Advisors reported no remaining Curtiss-Wright position as of Q2 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 11,608 Curtiss-Wright shares in Q2 2020, an estimated $1.07M.
  • Dana Investment Advisors first reported a position in Curtiss-Wright in Q1 2019 and held it in 5 quarters.
  • Dana Investment Advisors's Curtiss-Wright position peaked at $1.7M in Q3 2019.
  • 310 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2020.

Based on Dana Investment Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.