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Patriot Financial Group Insurance Agency’s Curtiss-Wright CW Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q3 		– Sell
-11
Closed -$1K – 1329
2019
Q2 		$1K Buy
+11
New +$1.27K ﹤0.01% 1210

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State Street
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CW Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of Curtiss-Wright (CW) in Q3 2019, closing a stake of 11 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CW in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 313 funds tracked by Wall St. Rank hold CW as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Curtiss-Wright position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11 Curtiss-Wright shares in Q3 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Curtiss-Wright in Q2 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Curtiss-Wright position peaked at $1K in Q2 2019.
  • 313 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.