JOYN Advisors’s Curtiss-Wright CW Stock Holding History

JOYN 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 Q1	–	Sell	-80	Closed	-$8K	–	410
2018 Q4	$8K	Buy	80 +44	+122%	+$4.92K	﹤0.01%	1059
2018 Q3	$5K	Buy	36 +22	+157%	+$2.89K	﹤0.01%	1169
2018 Q2	$2K	Buy	+14	New	+$1.82K	﹤0.01%	1401

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

JOYN Advisors's CW Position: Q1 2019 in Review

JOYN Advisors sold out of Curtiss-Wright (CW) in Q1 2019, closing a stake of 80 shares — an estimated $8K sold.

JOYN Advisors first reported a position in CW in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 313 funds tracked by Wall St. Rank hold CW as of Q1 2019.

JOYN Advisors reported no remaining Curtiss-Wright position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 80 Curtiss-Wright shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in Curtiss-Wright in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Curtiss-Wright position peaked at $8K in Q4 2018.
313 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.