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Leonetti & Associates’s CDW CDW Stock Holding History

Leonetti & Associates’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
2018
Q4 		$6.32M Buy
78,025
+1,025
+1% +$88.3K 2.33% 11
2018
Q3 		$6.85M Buy
+77,000
New +$6.66M 1.75% 17

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leonetti & Associates's CDW Position: Q4 2018 in Review

Leonetti & Associates increased its CDW (CDW) stake by 1.3% in Q4 2018, buying an estimated $88.3K and bringing the position to 78,025 shares worth $6.32M. The position accounts for 2.33% of the portfolio, ranked #11.

Leonetti & Associates first reported a position in CDW in Q3 2018 and has held it in 2 quarters since. The position peaked at $6.85M in Q3 2018. 534 funds tracked by Wall St. Rank hold CDW as of Q4 2018.

  • Leonetti & Associates held 78,025 shares of CDW worth $6.32M as of Q4 2018.
  • Leonetti & Associates bought 1,025 CDW shares in Q4 2018, an estimated $88.3K.
  • CDW made up 2.33% of Leonetti & Associates's portfolio in Q4 2018, its #11 holding.
  • Leonetti & Associates first reported a position in CDW in Q3 2018 and has held it in 2 quarters since.
  • Leonetti & Associates's CDW position peaked at $6.85M in Q3 2018.
  • 534 funds tracked by Wall St. Rank held CDW as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.