SFA
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Spectrum Financial Alliance’s CDW CDW Stock Holding History

Spectrum Financial Alliance’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 		– Sell
-247
Closed -$20K – 30
2018
Q4 		$20K Hold
247
– – 0.02% 44
2018
Q3 		$21K Hold
247
– – 0.01% 50
2018
Q2 		$19K Hold
247
– – 0.01% 52
2018
Q1 		$17K Buy
+247
New +$18K 0.01% 54

Other funds holding CDW

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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

Spectrum Financial Alliance's CDW Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of CDW (CDW) in Q1 2019, closing a stake of 247 shares — an estimated $20K sold.

Spectrum Financial Alliance first reported a position in CDW in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 569 funds tracked by Wall St. Rank hold CDW as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining CDW position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 247 CDW shares in Q1 2019, an estimated $20K.
  • Spectrum Financial Alliance first reported a position in CDW in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's CDW position peaked at $21K in Q3 2018.
  • 569 funds tracked by Wall St. Rank held CDW as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.