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Sound View Wealth Advisors’s CDW CDW Stock Holding History

Sound View Wealth Advisors’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
Q1 		$272K Sell
2,824
-289
-9% -$25.8K 0.09% 200
2018
Q4 		$252K Buy
+3,113
New +$268K 0.09% 192

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sound View Wealth Advisors's CDW Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its CDW (CDW) stake by 9.3% in Q1 2019, selling an estimated $25.8K and leaving 2,824 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #200.

Sound View Wealth Advisors first reported a position in CDW in Q4 2018 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold CDW as of Q1 2019.

  • Sound View Wealth Advisors held 2,824 shares of CDW worth $272K as of Q1 2019.
  • Sound View Wealth Advisors sold 289 CDW shares in Q1 2019, an estimated $25.8K.
  • CDW made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #200 holding.
  • Sound View Wealth Advisors first reported a position in CDW in Q4 2018 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held CDW as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.