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Measured Wealth Private Client Group’s CDW CDW Stock Holding History

Measured Wealth Private Client 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
2019
Q3 		– Sell
-2,100
Closed -$233K – 149
2019
Q2 		$233K Sell
2,100
-250
-11% -$26.2K 0.13% 164
2019
Q1 		$226K Buy
+2,350
New +$210K 0.14% 159
2018
Q4 		– Sell
-2,570
Closed -$223K – 195
2018
Q3 		$223K Sell
2,570
-206
-7% -$17.8K 0.13% 136
2018
Q2 		$224K Buy
+2,776
New +$215K 0.18% 128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's CDW Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of CDW (CDW) in Q3 2019, closing a stake of 2,100 shares — an estimated $233K sold.

Measured Wealth Private Client Group first reported a position in CDW in Q2 2018 and held it in 4 quarters. The position peaked at $233K in Q2 2019. 589 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,100 CDW shares in Q3 2019, an estimated $233K.
  • Measured Wealth Private Client Group first reported a position in CDW in Q2 2018 and held it in 4 quarters.
  • Measured Wealth Private Client Group's CDW position peaked at $233K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held CDW as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.