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Tarbox Family Office’s Curtiss-Wright CW Stock Holding History

Tarbox Family Office’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
-9
Closed -$1K – 1158
2019
Q4 		$1K Hold
9
– – ﹤0.01% 950
2019
Q3 		$1K Sell
9
-4
-31% -$503 ﹤0.01% 892
2019
Q2 		$2K Buy
+13
New +$1.5K ﹤0.01% 713

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

Tarbox Family Office's CW Position: Q1 2020 in Review

Tarbox Family Office sold out of Curtiss-Wright (CW) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in CW in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 307 funds tracked by Wall St. Rank hold CW as of Q1 2020.

  • Tarbox Family Office reported no remaining Curtiss-Wright position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 9 Curtiss-Wright shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Curtiss-Wright in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Curtiss-Wright position peaked at $2K in Q2 2019.
  • 307 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.