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Wealthfront’s Curtiss-Wright CW Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-138
Closed -$9K – 445
2015
Q3 		$9K Buy
138
+67
+94% +$4.51K ﹤0.01% 979
2015
Q2 		$5K Buy
71
+48
+209% +$3.54K ﹤0.01% 1030
2015
Q1 		$2K Buy
23
+22
+2,200% +$1.54K ﹤0.01% 980
2014
Q4 		$0 Buy
+1
New +$69 ﹤0.01% 739

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's CW Position: Q4 2015 in Review

Wealthfront sold out of Curtiss-Wright (CW) in Q4 2015, closing a stake of 138 shares — an estimated $9K sold.

Wealthfront first reported a position in CW in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 195 funds tracked by Wall St. Rank hold CW as of Q4 2015.

  • Wealthfront reported no remaining Curtiss-Wright position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 138 Curtiss-Wright shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in Curtiss-Wright in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Curtiss-Wright position peaked at $9K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.