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Sonora Investment Management’s Curtiss-Wright CW Stock Holding History

Sonora Investment 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
Q4 		– Sell
-176
Closed -$11K – 871
2015
Q3 		$11K Buy
+176
New +$11.8K ﹤0.01% 456

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonora Investment Management's CW Position: Q4 2015 in Review

Sonora Investment Management sold out of Curtiss-Wright (CW) in Q4 2015, closing a stake of 176 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in CW in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 195 funds tracked by Wall St. Rank hold CW as of Q4 2015.

  • Sonora Investment Management reported no remaining Curtiss-Wright position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 176 Curtiss-Wright shares in Q4 2015, an estimated $11K.
  • Sonora Investment Management first reported a position in Curtiss-Wright in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Curtiss-Wright position peaked at $11K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.