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Gary Goldberg Planning Services’s Curtiss-Wright CW Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$210K Hold
2,968
– – 0.09% 105
2014
Q3 		$196K Hold
2,968
– – 0.08% 114
2014
Q2 		$195K Hold
2,968
– – 0.09% 114
2014
Q1 		$189K Hold
2,968
– – 0.09% 107
2013
Q4 		$185K Hold
2,968
– – 0.11% 97
2013
Q3 		$139K Hold
2,968
– – 0.08% 110
2013
Q2 		$110K Buy
+2,968
New +$103K 0.07% 111

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's CW Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Curtiss-Wright (CW) position steady in Q4 2014 at 2,968 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #105.

Gary Goldberg Planning Services first reported a position in CW in Q2 2013 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold CW as of Q4 2014.

  • Gary Goldberg Planning Services held 2,968 shares of Curtiss-Wright worth $210K as of Q4 2014.
  • Gary Goldberg Planning Services left its Curtiss-Wright share count unchanged in Q4 2014.
  • Curtiss-Wright made up 0.09% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #105 holding.
  • Gary Goldberg Planning Services first reported a position in Curtiss-Wright in Q2 2013 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.