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Essex Savings Bank’s Curtiss-Wright CW Stock Holding History

Essex Savings Bank’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 – 271
2019
Q2 		$16K Hold
128
– – 0.01% 601
2019
Q1 		$15K Hold
128
– – 0.01% 458
2018
Q4 		$13K Buy
+128
New +$14.3K 0.01% 484

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State Street
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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
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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

Essex Savings Bank's CW Position: Q3 2019 in Review

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

Essex Savings Bank first reported a position in CW in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 313 funds tracked by Wall St. Rank hold CW as of Q3 2019.

  • Essex Savings Bank reported no remaining Curtiss-Wright position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 128 Curtiss-Wright shares in Q3 2019, an estimated $16K.
  • Essex Savings Bank first reported a position in Curtiss-Wright in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Curtiss-Wright position peaked at $16K in Q2 2019.
  • 313 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.