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Northeast Financial Consultants’s CDW CDW Stock Holding History

Northeast Financial Consultants’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
Q4 		– Sell
-3,495
Closed -$431K – 314
2019
Q3 		$431K Hold
3,495
– – 0.04% 194
2019
Q2 		$388K Sell
3,495
-202
-5% -$21.2K 0.04% 200
2019
Q1 		$356K Buy
+3,697
New +$330K 0.04% 206

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State Street
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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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Northeast Financial Consultants's CDW Position: Q4 2019 in Review

Northeast Financial Consultants sold out of CDW (CDW) in Q4 2019, closing a stake of 3,495 shares — an estimated $431K sold.

Northeast Financial Consultants first reported a position in CDW in Q1 2019 and held it in 3 quarters. The position peaked at $431K in Q3 2019. 667 funds tracked by Wall St. Rank hold CDW as of Q4 2019.

  • Northeast Financial Consultants reported no remaining CDW position as of Q4 2019 after selling out during the quarter.
  • Northeast Financial Consultants sold 3,495 CDW shares in Q4 2019, an estimated $431K.
  • Northeast Financial Consultants first reported a position in CDW in Q1 2019 and held it in 3 quarters.
  • Northeast Financial Consultants's CDW position peaked at $431K in Q3 2019.
  • 667 funds tracked by Wall St. Rank held CDW as of Q4 2019.

Based on Northeast Financial Consultants's 13F filing for Q4 2019, filed 14 Feb 2020.