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Strategic Wealth Partners’s CDW CDW Stock Holding History

Strategic Wealth Partners’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
2018
Q2 		– Sell
-597
Closed -$42K – 765
2018
Q1 		$42K Hold
597
– – 0.02% 256
2017
Q4 		$41K Buy
+597
New +$41.1K 0.02% 237

Other funds holding CDW

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Wealth Partners's CDW Position: Q2 2018 in Review

Strategic Wealth Partners sold out of CDW (CDW) in Q2 2018, closing a stake of 597 shares — an estimated $42K sold.

Strategic Wealth Partners first reported a position in CDW in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q1 2018. 475 funds tracked by Wall St. Rank hold CDW as of Q2 2018.

  • Strategic Wealth Partners reported no remaining CDW position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 597 CDW shares in Q2 2018, an estimated $42K.
  • Strategic Wealth Partners first reported a position in CDW in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's CDW position peaked at $42K in Q1 2018.
  • 475 funds tracked by Wall St. Rank held CDW as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.