Samalin Investment Counsel’s CDW CDW Stock Holding History

Samalin Investment Counsel’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
2020 Q1	–	Sell	-250	Closed	-$35K	–	198
2019 Q4	$35K	Buy	+250	New	+$33.1K	0.03%	320

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Samalin Investment Counsel's CDW Position: Q1 2020 in Review

Samalin Investment Counsel sold out of CDW (CDW) in Q1 2020, closing a stake of 250 shares — an estimated $35K sold.

Samalin Investment Counsel first reported a position in CDW in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 637 funds tracked by Wall St. Rank hold CDW as of Q1 2020.

Samalin Investment Counsel reported no remaining CDW position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 250 CDW shares in Q1 2020, an estimated $35K.
Samalin Investment Counsel first reported a position in CDW in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's CDW position peaked at $35K in Q4 2019.
637 funds tracked by Wall St. Rank held CDW as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.