EWM
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Executive Wealth Management’s Curtiss-Wright CW Stock Holding History

Executive 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
-375
Closed -$48K – 282
2019
Q2 		$48K Hold
375
– – 0.01% 298
2019
Q1 		$43K Hold
375
– – 0.01% 291
2018
Q4 		$38K Buy
+375
New +$41.9K 0.01% 319

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

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

Executive Wealth Management sold out of Curtiss-Wright (CW) in Q3 2019, closing a stake of 375 shares — an estimated $48K sold.

Executive Wealth Management first reported a position in CW in Q4 2018 and held it in 3 quarters. The position peaked at $48K in Q2 2019. 312 funds tracked by Wall St. Rank hold CW as of Q3 2019.

  • Executive Wealth Management reported no remaining Curtiss-Wright position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 375 Curtiss-Wright shares in Q3 2019, an estimated $48K.
  • Executive Wealth Management first reported a position in Curtiss-Wright in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Curtiss-Wright position peaked at $48K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.