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National Penn Investors Trust’s Curtiss-Wright CW Stock Holding History

National Penn Investors Trust’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2.25M Buy
+29,724
New +$2.06M 0.26% 87

Other funds holding CW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

National Penn Investors Trust's CW Position: Q1 2016 in Review

National Penn Investors Trust opened a new position in Curtiss-Wright (CW) in Q1 2016: 29,724 shares worth $2.25M. The stake represents 0.26% of the portfolio and ranks #87 among its holdings.

216 funds tracked by Wall St. Rank hold CW as of Q1 2016.

  • National Penn Investors Trust held 29,724 shares of Curtiss-Wright worth $2.25M as of Q1 2016.
  • Curtiss-Wright was a new National Penn Investors Trust position in Q1 2016.
  • Curtiss-Wright made up 0.26% of National Penn Investors Trust's portfolio in Q1 2016, its #87 holding.
  • 216 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.