RP
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Richard Pzena’s Curtiss-Wright CW Stock Holding History

Richard Pzena’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
2013
Q4 		– Sell
-223,731
Closed -$10.5M – 131
2013
Q3 		$10.5M Sell
223,731
-791,918
-78% -$33.7M 0.07% 117
2013
Q2 		$37.6M Buy
+1,015,649
New +$35.3M 0.25% 70

Other funds holding CW

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Richard Pzena's CW Position: Q4 2013 in Review

Richard Pzena sold out of Curtiss-Wright (CW) in Q4 2013, closing a stake of 223,731 shares — an estimated $10.5M sold.

Richard Pzena first reported a position in CW in Q2 2013 and held it in 2 quarters. The position peaked at $37.6M in Q2 2013. 189 funds tracked by Wall St. Rank hold CW as of Q4 2013.

  • Richard Pzena reported no remaining Curtiss-Wright position as of Q4 2013 after selling out during the quarter.
  • Richard Pzena sold 223,731 Curtiss-Wright shares in Q4 2013, an estimated $10.5M.
  • Richard Pzena first reported a position in Curtiss-Wright in Q2 2013 and held it in 2 quarters.
  • Richard Pzena's Curtiss-Wright position peaked at $37.6M in Q2 2013.
  • 189 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2013.

Based on Pzena Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.