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Lake Point Wealth Management’s CDW CDW Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-2,473
Closed -$200K – 699
2018
Q4 		$200K Buy
+2,473
New +$213K 0.07% 153

Other funds holding CDW

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Lake Point Wealth Management's CDW Position: Q1 2019 in Review

Lake Point Wealth Management sold out of CDW (CDW) in Q1 2019, closing a stake of 2,473 shares — an estimated $200K sold.

Lake Point Wealth Management first reported a position in CDW in Q4 2018 and held it in 1 quarter. The position peaked at $200K in Q4 2018. 569 funds tracked by Wall St. Rank hold CDW as of Q1 2019.

  • Lake Point Wealth Management reported no remaining CDW position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 2,473 CDW shares in Q1 2019, an estimated $200K.
  • Lake Point Wealth Management first reported a position in CDW in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's CDW position peaked at $200K in Q4 2018.
  • 569 funds tracked by Wall St. Rank held CDW as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.