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R&F Capital Advisors’s Curtiss-Wright CW Stock Holding History

R&F Capital Advisors’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 		$769K Buy
8,426
+5,004
+146% +$483K 0.2% 144
2016
Q4 		$337K Buy
+3,422
New +$325K 0.12% 274

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

R&F Capital Advisors's CW Position: Q1 2017 in Review

R&F Capital Advisors increased its Curtiss-Wright (CW) stake by 146% in Q1 2017, buying an estimated $483K and bringing the position to 8,426 shares worth $769K. The position accounts for 0.2% of the portfolio, ranked #144.

R&F Capital Advisors first reported a position in CW in Q4 2016 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold CW as of Q1 2017.

  • R&F Capital Advisors held 8,426 shares of Curtiss-Wright worth $769K as of Q1 2017.
  • R&F Capital Advisors bought 5,004 Curtiss-Wright shares in Q1 2017, an estimated $483K.
  • Curtiss-Wright made up 0.2% of R&F Capital Advisors's portfolio in Q1 2017, its #144 holding.
  • R&F Capital Advisors first reported a position in Curtiss-Wright in Q4 2016 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.