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Smith Salley Wealth Management’s CDW CDW Stock Holding History

Smith Salley Wealth Management’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
2019
Q3 		– Sell
-2,804
Closed -$311K – 191
2019
Q2 		$311K Buy
2,804
+52
+2% +$5.46K 0.05% 160
2019
Q1 		$265K Sell
2,752
-90
-3% -$8.03K 0.04% 157
2018
Q4 		$230K Sell
2,842
-68
-2% -$5.86K 0.04% 156
2018
Q3 		$259K Hold
2,910
– – 0.04% 166
2018
Q2 		$235K Hold
2,910
– – 0.04% 164
2018
Q1 		$205K Sell
2,910
-25
-0.9% -$1.82K 0.04% 171
2017
Q4 		$204K Buy
+2,935
New +$202K 0.04% 175

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith Salley Wealth Management's CDW Position: Q3 2019 in Review

Smith Salley Wealth Management sold out of CDW (CDW) in Q3 2019, closing a stake of 2,804 shares — an estimated $311K sold.

Smith Salley Wealth Management first reported a position in CDW in Q4 2017 and held it in 7 quarters. The position peaked at $311K in Q2 2019. 590 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

  • Smith Salley Wealth Management reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
  • Smith Salley Wealth Management sold 2,804 CDW shares in Q3 2019, an estimated $311K.
  • Smith Salley Wealth Management first reported a position in CDW in Q4 2017 and held it in 7 quarters.
  • Smith Salley Wealth Management's CDW position peaked at $311K in Q2 2019.
  • 590 funds tracked by Wall St. Rank held CDW as of Q3 2019.

Based on Smith Salley Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.