USCA RIA’s Curtiss-Wright CW Stock Holding History

USCA RIA’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	-1,838	Closed	-$259K	–	422
2019 Q4	$259K	Sell	1,838 -559	-23%	-$75.7K	0.02%	408
2019 Q3	$310K	Buy	+2,397	New	+$302K	0.03%	369

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

USCA RIA's CW Position: Q1 2020 in Review

USCA RIA sold out of Curtiss-Wright (CW) in Q1 2020, closing a stake of 1,838 shares — an estimated $259K sold.

USCA RIA first reported a position in CW in Q3 2019 and held it in 2 quarters. The position peaked at $310K in Q3 2019. 307 funds tracked by Wall St. Rank hold CW as of Q1 2020.

USCA RIA reported no remaining Curtiss-Wright position as of Q1 2020 after selling out during the quarter.
USCA RIA sold 1,838 Curtiss-Wright shares in Q1 2020, an estimated $259K.
USCA RIA first reported a position in Curtiss-Wright in Q3 2019 and held it in 2 quarters.
USCA RIA's Curtiss-Wright position peaked at $310K in Q3 2019.
307 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.