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Wealthspire Advisors (Maryland)’s CDW CDW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-586
Closed -$56K – 722
2019
Q1 		$56K Buy
586
+236
+67% +$21.1K ﹤0.01% 853
2018
Q4 		$28K Buy
350
+240
+218% +$20.7K ﹤0.01% 1083
2018
Q3 		$10K Sell
110
-23
-17% -$1.99K ﹤0.01% 1509
2018
Q2 		$11K Buy
133
+14
+12% +$1.08K ﹤0.01% 1491
2018
Q1 		$8K Buy
119
+23
+24% +$1.68K ﹤0.01% 1637
2017
Q4 		$7K Sell
96
-131
-58% -$9.02K ﹤0.01% 1717
2017
Q3 		$15K Buy
227
+3
+1% +$188 ﹤0.01% 1396
2017
Q2 		$14K Buy
224
+4
+2% +$239 ﹤0.01% 1386
2017
Q1 		$13K Buy
220
+68
+45% +$3.83K ﹤0.01% 1230
2016
Q4 		$8K Sell
152
-698
-82% -$34K ﹤0.01% 1284
2016
Q3 		$39K Buy
850
+698
+459% +$30.6K 0.01% 845
2016
Q2 		$6K Hold
152
– – ﹤0.01% 1294
2016
Q1 		$6K Hold
152
– – ﹤0.01% 1292
2015
Q4 		$6K Buy
+152
New +$6.62K ﹤0.01% 1302

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Wealthspire Advisors (Maryland)'s CDW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CDW (CDW) in Q2 2019, closing a stake of 586 shares — an estimated $56K sold.

Wealthspire Advisors (Maryland) first reported a position in CDW in Q4 2015 and held it in 14 quarters. The position peaked at $56K in Q1 2019. 576 funds tracked by Wall St. Rank hold CDW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CDW position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 586 CDW shares in Q2 2019, an estimated $56K.
  • Wealthspire Advisors (Maryland) first reported a position in CDW in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s CDW position peaked at $56K in Q1 2019.
  • 576 funds tracked by Wall St. Rank held CDW as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.