LifePlan Financial Group’s CDW CDW Stock Holding History

LifePlan Financial Group’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 Q2	–	Sell	-19	Closed	-$1K	–	523
2018 Q1	$1K	Buy	+19	New	+$1.39K	﹤0.01%	484

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LifePlan Financial Group's CDW Position: Q2 2018 in Review

LifePlan Financial Group sold out of CDW (CDW) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in CDW in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 475 funds tracked by Wall St. Rank hold CDW as of Q2 2018.

LifePlan Financial Group reported no remaining CDW position as of Q2 2018 after selling out during the quarter.
LifePlan Financial Group sold 19 CDW shares in Q2 2018, an estimated $1K.
LifePlan Financial Group first reported a position in CDW in Q1 2018 and held it in 1 quarter.
LifePlan Financial Group's CDW position peaked at $1K in Q1 2018.
475 funds tracked by Wall St. Rank held CDW as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.