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Destination Wealth Management’s Curtiss-Wright CW Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-128
Closed -$16K – 220
2019
Q2 		$16K Sell
128
-522
-80% -$60.1K ﹤0.01% 402
2019
Q1 		$74K Buy
+650
New +$74K ﹤0.01% 218

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Destination Wealth Management sold out of Curtiss-Wright (CW) in Q3 2019, closing a stake of 128 shares — an estimated $16K sold.

Destination Wealth Management first reported a position in CW in Q1 2019 and held it in 2 quarters. The position peaked at $74K in Q1 2019. 312 funds tracked by Wall St. Rank hold CW as of Q3 2019.

  • Destination Wealth Management reported no remaining Curtiss-Wright position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 128 Curtiss-Wright shares in Q3 2019, an estimated $16K.
  • Destination Wealth Management first reported a position in Curtiss-Wright in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Curtiss-Wright position peaked at $74K in Q1 2019.
  • 312 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2019.

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