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Kohmann Bosshard Financial Services’s Curtiss-Wright CW Stock Holding History

Kohmann Bosshard Financial Services’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
2018
Q4 		– Sell
-776
Closed -$107K – 100
2018
Q3 		$107K Buy
+776
New +$102K 0.05% 95
2018
Q2 		– Sell
-776
Closed -$105K – 94
2018
Q1 		$105K Buy
+776
New +$101K 0.06% 89

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kohmann Bosshard Financial Services's CW Position: Q4 2018 in Review

Kohmann Bosshard Financial Services sold out of Curtiss-Wright (CW) in Q4 2018, closing a stake of 776 shares — an estimated $107K sold.

Kohmann Bosshard Financial Services first reported a position in CW in Q1 2018 and held it in 2 quarters. The position peaked at $107K in Q3 2018. 287 funds tracked by Wall St. Rank hold CW as of Q4 2018.

  • Kohmann Bosshard Financial Services reported no remaining Curtiss-Wright position as of Q4 2018 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 776 Curtiss-Wright shares in Q4 2018, an estimated $107K.
  • Kohmann Bosshard Financial Services first reported a position in Curtiss-Wright in Q1 2018 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Curtiss-Wright position peaked at $107K in Q3 2018.
  • 287 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2018.

Based on Kohmann Bosshard Financial Services's 13F filing for Q4 2018, filed 15 Jan 2019.