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Sterling Investment Advisors (Pennsylvania)’s CDW CDW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-1,000
Closed -$142K – 399
2019
Q4 		$142K Hold
1,000
– – 0.07% 133
2019
Q3 		$123K Buy
+1,000
New +$115K 0.06% 140

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CDW Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of CDW (CDW) in Q1 2020, closing a stake of 1,000 shares — an estimated $142K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CDW in Q3 2019 and held it in 2 quarters. The position peaked at $142K in Q4 2019. 638 funds tracked by Wall St. Rank hold CDW as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining CDW position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,000 CDW shares in Q1 2020, an estimated $142K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in CDW in Q3 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s CDW position peaked at $142K in Q4 2019.
  • 638 funds tracked by Wall St. Rank held CDW as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.