KPCM
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Kings Point Capital Management’s CDW CDW Stock Holding History

Kings Point Capital Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-277
Closed -$12K – 327
2015
Q4 		$12K Hold
277
– – ﹤0.01% 336
2015
Q3 		$11K Buy
+277
New +$10.5K ﹤0.01% 358
2015
Q2 		– Sell
-277
Closed -$10K – 363
2015
Q1 		$10K Buy
+277
New +$10.1K ﹤0.01% 354

Other funds holding CDW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kings Point Capital Management's CDW Position: Q1 2016 in Review

Kings Point Capital Management sold out of CDW (CDW) in Q1 2016, closing a stake of 277 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in CDW in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q4 2015. 318 funds tracked by Wall St. Rank hold CDW as of Q1 2016.

  • Kings Point Capital Management reported no remaining CDW position as of Q1 2016 after selling out during the quarter.
  • Kings Point Capital Management sold 277 CDW shares in Q1 2016, an estimated $12K.
  • Kings Point Capital Management first reported a position in CDW in Q1 2015 and held it in 3 quarters.
  • Kings Point Capital Management's CDW position peaked at $12K in Q4 2015.
  • 318 funds tracked by Wall St. Rank held CDW as of Q1 2016.

Based on Kings Point Capital Management's 13F filing for Q1 2016, filed 12 May 2016.