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Stratos Wealth Partners’s Curtiss-Wright CW Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-161
Closed -$22K – 1150
2018
Q3 		$22K Buy
+161
New +$21.1K ﹤0.01% 1824
2018
Q2 		– Sell
-161
Closed -$22K – 1297
2018
Q1 		$22K Hold
161
– – ﹤0.01% 1978
2017
Q4 		$20K Buy
+161
New +$19K ﹤0.01% 1900

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Stratos Wealth Partners's CW Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Curtiss-Wright (CW) in Q4 2018, closing a stake of 161 shares — an estimated $22K sold.

Stratos Wealth Partners first reported a position in CW in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 287 funds tracked by Wall St. Rank hold CW as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Curtiss-Wright position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 161 Curtiss-Wright shares in Q4 2018, an estimated $22K.
  • Stratos Wealth Partners first reported a position in Curtiss-Wright in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Curtiss-Wright position peaked at $22K in Q3 2018.
  • 287 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.