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MorganRosel Wealth Management’s CDW CDW Stock Holding History

MorganRosel 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
2020
Q3 		– Sell
-5,385
Closed -$626K – 74
2020
Q2 		$626K Sell
5,385
-369
-6% -$40K 0.58% 39
2020
Q1 		$537K Sell
5,754
-326
-5% -$39.9K 0.61% 34
2019
Q4 		$868K Sell
6,080
-487
-7% -$64.4K 0.66% 26
2019
Q3 		$809K Buy
+6,567
New +$753K 0.66% 29

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

MorganRosel Wealth Management's CDW Position: Q3 2020 in Review

MorganRosel Wealth Management sold out of CDW (CDW) in Q3 2020, closing a stake of 5,385 shares — an estimated $626K sold.

MorganRosel Wealth Management first reported a position in CDW in Q3 2019 and held it in 4 quarters. The position peaked at $868K in Q4 2019. 634 funds tracked by Wall St. Rank hold CDW as of Q3 2020.

  • MorganRosel Wealth Management reported no remaining CDW position as of Q3 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 5,385 CDW shares in Q3 2020, an estimated $626K.
  • MorganRosel Wealth Management first reported a position in CDW in Q3 2019 and held it in 4 quarters.
  • MorganRosel Wealth Management's CDW position peaked at $868K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held CDW as of Q3 2020.

Based on MorganRosel Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.