VWM
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Valley Wealth Managers’s Curtiss-Wright CW Stock Holding History

Valley Wealth Managers’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
2016
Q4 		– Sell
-150
Closed -$14K – 264
2016
Q3 		$14K Hold
150
– – ﹤0.01% 166
2016
Q2 		$13K Buy
+150
New +$12.1K ﹤0.01% 170

Other funds holding CW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's CW Position: Q4 2016 in Review

Valley Wealth Managers sold out of Curtiss-Wright (CW) in Q4 2016, closing a stake of 150 shares — an estimated $14K sold.

Valley Wealth Managers first reported a position in CW in Q2 2016 and held it in 2 quarters. The position peaked at $14K in Q3 2016. 276 funds tracked by Wall St. Rank hold CW as of Q4 2016.

  • Valley Wealth Managers reported no remaining Curtiss-Wright position as of Q4 2016 after selling out during the quarter.
  • Valley Wealth Managers sold 150 Curtiss-Wright shares in Q4 2016, an estimated $14K.
  • Valley Wealth Managers first reported a position in Curtiss-Wright in Q2 2016 and held it in 2 quarters.
  • Valley Wealth Managers's Curtiss-Wright position peaked at $14K in Q3 2016.
  • 276 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2016.

Based on Valley Wealth Managers's 13F filing for Q4 2016, filed 13 Feb 2017.