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First Personal Financial Services’s Curtiss-Wright CW Stock Holding History

First Personal Financial Services’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
2018
Q4 		– Sell
-145
Closed -$20K – 660
2018
Q3 		$20K Buy
+145
New +$19K 0.01% 405

Other funds holding CW

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Vanguard Group
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

First Personal Financial Services's CW Position: Q4 2018 in Review

First Personal Financial Services sold out of Curtiss-Wright (CW) in Q4 2018, closing a stake of 145 shares — an estimated $20K sold.

First Personal Financial Services first reported a position in CW in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 287 funds tracked by Wall St. Rank hold CW as of Q4 2018.

  • First Personal Financial Services reported no remaining Curtiss-Wright position as of Q4 2018 after selling out during the quarter.
  • First Personal Financial Services sold 145 Curtiss-Wright shares in Q4 2018, an estimated $20K.
  • First Personal Financial Services first reported a position in Curtiss-Wright in Q3 2018 and held it in 1 quarter.
  • First Personal Financial Services's Curtiss-Wright position peaked at $20K in Q3 2018.
  • 287 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.