Shine Investment Advisory Services’s CDW CDW Stock Holding History

Shine Investment Advisory Services’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 Q3	$124K	Hold	1,039	–	–	0.04%	170
2020 Q2	$121K	Sell	1,039 -12	-1%	-$1.3K	0.04%	167
2020 Q1	$98K	Buy	1,051 +12	+1%	+$1.47K	0.05%	181
2019 Q4	$148K	Hold	1,039	–	–	0.06%	156
2019 Q3	$128K	Hold	1,039	–	–	0.06%	149
2019 Q2	$115K	Sell	1,039 -400	-28%	-$42K	0.05%	158
2019 Q1	$139K	Sell	1,439 -211	-13%	-$18.8K	0.06%	143
2018 Q4	$134K	Hold	1,650	–	–	0.07%	133
2018 Q3	$147K	Hold	1,650	–	–	0.08%	135
2018 Q2	$133K	Hold	1,650	–	–	0.07%	137
2018 Q1	$116K	Hold	1,650	–	–	0.06%	150
2017 Q4	$115K	Hold	1,650	–	–	0.06%	151
2017 Q3	$109K	Buy	1,650 +1,350	+450%	+$84.5K	0.06%	155
2017 Q2	$19K	Buy	+300	New	+$17.9K	0.01%	436

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Shine Investment Advisory Services's CDW Position: Q3 2020 in Review

Shine Investment Advisory Services held its CDW (CDW) position steady in Q3 2020 at 1,039 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #170.

Shine Investment Advisory Services first reported a position in CDW in Q2 2017 and has held it in 14 quarters since. The position peaked at $148K in Q4 2019. 634 funds tracked by Wall St. Rank hold CDW as of Q3 2020.

Shine Investment Advisory Services held 1,039 shares of CDW worth $124K as of Q3 2020.
Shine Investment Advisory Services left its CDW share count unchanged in Q3 2020.
CDW made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #170 holding.
Shine Investment Advisory Services first reported a position in CDW in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's CDW position peaked at $148K in Q4 2019.
634 funds tracked by Wall St. Rank held CDW as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.