Lenox Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-18	Closed	-$2K	–	629
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	573
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	537
2019 Q3	$2K	Buy	+18	New	+$2.27K	﹤0.01%	494

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Advisors's CW Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Curtiss-Wright (CW) in Q2 2020, closing a stake of 18 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CW in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 310 funds tracked by Wall St. Rank hold CW as of Q2 2020.

Lenox Wealth Advisors reported no remaining Curtiss-Wright position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 18 Curtiss-Wright shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Curtiss-Wright in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's Curtiss-Wright position peaked at $3K in Q4 2019.
310 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.