JIM
CW icon

Jupiter Investment Management’s Curtiss-Wright CW Stock Holding History

Jupiter Investment Management’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
2017
Q1 		– Sell
-3,600
Closed -$354K – 420
2016
Q4 		$354K Buy
+3,600
New +$342K 0.01% 289
2014
Q3 		– Sell
-5,877
Closed -$385K – 328
2014
Q2 		$385K Buy
+5,877
New +$386K 0.02% 287

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jupiter Investment Management's CW Position: Q1 2017 in Review

Jupiter Investment Management sold out of Curtiss-Wright (CW) in Q1 2017, closing a stake of 3,600 shares — an estimated $354K sold.

Jupiter Investment Management first reported a position in CW in Q2 2014 and held it in 2 quarters. The position peaked at $385K in Q2 2014. 262 funds tracked by Wall St. Rank hold CW as of Q1 2017.

  • Jupiter Investment Management reported no remaining Curtiss-Wright position as of Q1 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 3,600 Curtiss-Wright shares in Q1 2017, an estimated $354K.
  • Jupiter Investment Management first reported a position in Curtiss-Wright in Q2 2014 and held it in 2 quarters.
  • Jupiter Investment Management's Curtiss-Wright position peaked at $385K in Q2 2014.
  • 262 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2017.

Based on Jupiter Investment Management's 13F filing for Q1 2017, filed 27 Apr 2017.