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Squar Milner Financial Services’s Curtiss-Wright CW Stock Holding History

Squar Milner Financial Services’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
2020
Q1 		– Sell
-17
Closed -$2K – 779
2019
Q4 		$2K Buy
+17
New +$2.3K ﹤0.01% 735

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Squar Milner Financial Services's CW Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Curtiss-Wright (CW) in Q1 2020, closing a stake of 17 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in CW in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 308 funds tracked by Wall St. Rank hold CW as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Curtiss-Wright position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 17 Curtiss-Wright shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Curtiss-Wright in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Curtiss-Wright position peaked at $2K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.