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New York Life Trust’s Curtiss-Wright CW Stock Holding History

New York Life 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
2017
Q1 		– Sell
-217
Closed -$21K – 203
2016
Q4 		$21K Sell
217
-174
-45% -$16.5K 0.1% 180
2016
Q3 		$36K Sell
391
-212
-35% -$18.7K 0.18% 153
2016
Q2 		$51K Buy
+603
New +$48.5K 0.25% 130

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

New York Life Trust's CW Position: Q1 2017 in Review

New York Life Trust sold out of Curtiss-Wright (CW) in Q1 2017, closing a stake of 217 shares — an estimated $21K sold.

New York Life Trust first reported a position in CW in Q2 2016 and held it in 3 quarters. The position peaked at $51K in Q2 2016. 262 funds tracked by Wall St. Rank hold CW as of Q1 2017.

  • New York Life Trust reported no remaining Curtiss-Wright position as of Q1 2017 after selling out during the quarter.
  • New York Life Trust sold 217 Curtiss-Wright shares in Q1 2017, an estimated $21K.
  • New York Life Trust first reported a position in Curtiss-Wright in Q2 2016 and held it in 3 quarters.
  • New York Life Trust's Curtiss-Wright position peaked at $51K in Q2 2016.
  • 262 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.