JFA
CW icon

JNBA Financial Advisors’s Curtiss-Wright CW Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-144
Closed -$13K – 680
2016
Q3 		$13K Buy
+144
New +$12.7K ﹤0.01% 940

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JNBA Financial Advisors's CW Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Curtiss-Wright (CW) in Q4 2016, closing a stake of 144 shares — an estimated $13K sold.

JNBA Financial Advisors first reported a position in CW in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 276 funds tracked by Wall St. Rank hold CW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Curtiss-Wright position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 144 Curtiss-Wright shares in Q4 2016, an estimated $13K.
  • JNBA Financial Advisors first reported a position in Curtiss-Wright in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Curtiss-Wright position peaked at $13K in Q3 2016.
  • 276 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.