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D'Orazio & Associates’s Curtiss-Wright CW Stock Holding History

D'Orazio & Associates’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
2016
Q3 		– Sell
-72
Closed -$3K – 287
2016
Q2 		$3K Buy
+72
New +$5.8K ﹤0.01% 261

Other funds holding CW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D'Orazio & Associates's CW Position: Q3 2016 in Review

D'Orazio & Associates sold out of Curtiss-Wright (CW) in Q3 2016, closing a stake of 72 shares — an estimated $3K sold.

D'Orazio & Associates first reported a position in CW in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 254 funds tracked by Wall St. Rank hold CW as of Q3 2016.

  • D'Orazio & Associates reported no remaining Curtiss-Wright position as of Q3 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 72 Curtiss-Wright shares in Q3 2016, an estimated $3K.
  • D'Orazio & Associates first reported a position in Curtiss-Wright in Q2 2016 and held it in 1 quarter.
  • D'Orazio & Associates's Curtiss-Wright position peaked at $3K in Q2 2016.
  • 254 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2016.

Based on D'Orazio & Associates's 13F filing for Q3 2016, filed 14 Nov 2016.