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Mountain Capital Investment Advisors’s CDW CDW Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-21
Closed -$1K – 97
2017
Q3 		$1K Hold
21
– – ﹤0.01% 469
2017
Q2 		$1K Buy
+21
New +$1.26K ﹤0.01% 485

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Mountain Capital Investment Advisors's CDW Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of CDW (CDW) in Q4 2017, closing a stake of 21 shares — an estimated $1K sold.

Mountain Capital Investment Advisors first reported a position in CDW in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 439 funds tracked by Wall St. Rank hold CDW as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining CDW position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 21 CDW shares in Q4 2017, an estimated $1K.
  • Mountain Capital Investment Advisors first reported a position in CDW in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's CDW position peaked at $1K in Q3 2017.
  • 439 funds tracked by Wall St. Rank held CDW as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.