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Destination Wealth Management’s CDW CDW Stock Holding History

Destination Wealth Management’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
-144
Closed -$16K – 199
2019
Q2 		$16K Buy
144
+140
+3,500% +$14.7K ﹤0.01% 400
2019
Q1 		$0 Buy
+4
New +$357 ﹤0.01% 680

Other funds holding CDW

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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

Destination Wealth Management's CDW Position: Q3 2019 in Review

Destination Wealth Management sold out of CDW (CDW) in Q3 2019, closing a stake of 144 shares — an estimated $16K sold.

Destination Wealth Management first reported a position in CDW in Q1 2019 and held it in 2 quarters. The position peaked at $16K in Q2 2019. 589 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

  • Destination Wealth Management reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 144 CDW shares in Q3 2019, an estimated $16K.
  • Destination Wealth Management first reported a position in CDW in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's CDW position peaked at $16K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held CDW as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.