SSWM
CW icon

Sheets Smith Wealth Management’s Curtiss-Wright CW Stock Holding History

Sheets Smith Wealth Management’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
2015
Q3 		– Sell
-11,758
Closed -$852K – 217
2015
Q2 		$852K Sell
11,758
-204
-2% -$15K 0.23% 127
2015
Q1 		$884K Buy
11,962
+125
+1% +$8.74K 0.24% 129
2014
Q4 		$836K Sell
11,837
-690
-6% -$47.6K 0.22% 140
2014
Q3 		$826K Buy
12,527
+1,720
+16% +$116K 0.22% 139
2014
Q2 		$709K Buy
+10,807
New +$709K 0.19% 159

Other funds holding CW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return