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Waddell & Reed Financial’s Curtiss-Wright CW Stock Holding History

Waddell & Reed Financial’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
2019
Q1 		– Sell
-83,458
Closed -$8.52M – 498
2018
Q4 		$8.52M Sell
83,458
-44,701
-35% -$4.99M 0.02% 425
2018
Q3 		$17.6M Buy
128,159
+33,266
+35% +$4.36M 0.04% 354
2018
Q2 		$11.3M Buy
94,893
+20,993
+28% +$2.74M 0.03% 397
2018
Q1 		$9.98M Buy
+73,900
New +$9.65M 0.02% 410

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Waddell & Reed Financial's CW Position: Q1 2019 in Review

Waddell & Reed Financial sold out of Curtiss-Wright (CW) in Q1 2019, closing a stake of 83,458 shares — an estimated $8.52M sold.

Waddell & Reed Financial first reported a position in CW in Q1 2018 and held it in 4 quarters. The position peaked at $17.6M in Q3 2018. 313 funds tracked by Wall St. Rank hold CW as of Q1 2019.

  • Waddell & Reed Financial reported no remaining Curtiss-Wright position as of Q1 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 83,458 Curtiss-Wright shares in Q1 2019, an estimated $8.52M.
  • Waddell & Reed Financial first reported a position in Curtiss-Wright in Q1 2018 and held it in 4 quarters.
  • Waddell & Reed Financial's Curtiss-Wright position peaked at $17.6M in Q3 2018.
  • 313 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2019.

Based on Waddell & Reed Financial's 13F filing for Q1 2019, filed 15 May 2019.