Gideon Capital Advisors’s Curtiss-Wright CW Stock Holding History

Gideon Capital Advisors’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 Q2	–	Sell	-4,443	Closed	-$504K	–	308
2019 Q1	$504K	Buy	4,443 +1,518	+52%	+$173K	0.18%	166
2018 Q4	$299K	Buy	+2,925	New	+$327K	0.12%	261
2018 Q2	–	Sell	-2,736	Closed	-$370K	–	388
2018 Q1	$370K	Buy	+2,736	New	+$357K	0.23%	176
2017 Q1	–	Sell	-3,462	Closed	-$341K	–	418
2016 Q4	$341K	Buy	+3,462	New	+$329K	0.22%	212

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gideon Capital Advisors's CW Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Curtiss-Wright (CW) in Q2 2019, closing a stake of 4,443 shares — an estimated $504K sold.

Gideon Capital Advisors first reported a position in CW in Q4 2016 and held it in 4 quarters. The position peaked at $504K in Q1 2019. 315 funds tracked by Wall St. Rank hold CW as of Q2 2019.

Gideon Capital Advisors reported no remaining Curtiss-Wright position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 4,443 Curtiss-Wright shares in Q2 2019, an estimated $504K.
Gideon Capital Advisors first reported a position in Curtiss-Wright in Q4 2016 and held it in 4 quarters.
Gideon Capital Advisors's Curtiss-Wright position peaked at $504K in Q1 2019.
315 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.