Vigilant Capital Management’s Curtiss-Wright CW Stock Holding History

Vigilant Capital Management’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 Q3	–	Sell	-700	Closed	-$62K	–	356
2020 Q2	$62K	Hold	700	–	–	0.01%	197
2020 Q1	$65K	Sell	700 -600	-46%	-$76.9K	0.01%	182
2019 Q4	$183K	Hold	1,300	–	–	0.02%	147
2019 Q3	$168K	Hold	1,300	–	–	0.02%	150
2019 Q2	$165K	Hold	1,300	–	–	0.02%	141
2019 Q1	$147K	Hold	1,300	–	–	0.02%	149
2018 Q4	$133K	Hold	1,300	–	–	0.02%	159
2018 Q3	$179K	Hold	1,300	–	–	0.02%	141
2018 Q2	$155K	Buy	+1,300	New	+$170K	0.02%	146

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vigilant Capital Management's CW Position: Q3 2020 in Review

Vigilant Capital Management sold out of Curtiss-Wright (CW) in Q3 2020, closing a stake of 700 shares — an estimated $62K sold.

Vigilant Capital Management first reported a position in CW in Q2 2018 and held it in 9 quarters. The position peaked at $183K in Q4 2019. 314 funds tracked by Wall St. Rank hold CW as of Q3 2020.

Vigilant Capital Management reported no remaining Curtiss-Wright position as of Q3 2020 after selling out during the quarter.
Vigilant Capital Management sold 700 Curtiss-Wright shares in Q3 2020, an estimated $62K.
Vigilant Capital Management first reported a position in Curtiss-Wright in Q2 2018 and held it in 9 quarters.
Vigilant Capital Management's Curtiss-Wright position peaked at $183K in Q4 2019.
314 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2020.

Based on Vigilant Capital Management's 13F filing for Q3 2020, filed 15 Oct 2020.