WealthStone’s CDW CDW Stock Holding History

WealthStone’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 Q3	–	Sell	-7	Closed	-$777	–	156
2019 Q2	$777	Buy	+7	New	+$734	﹤0.01%	730

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthStone's CDW Position: Q3 2019 in Review

WealthStone sold out of CDW (CDW) in Q3 2019, closing a stake of 7 shares — an estimated $777 sold.

WealthStone first reported a position in CDW in Q2 2019 and held it in 1 quarter. The position peaked at $777 in Q2 2019. 589 funds tracked by Wall St. Rank hold CDW as of Q3 2019.

WealthStone reported no remaining CDW position as of Q3 2019 after selling out during the quarter.
WealthStone sold 7 CDW shares in Q3 2019, an estimated $777.
WealthStone first reported a position in CDW in Q2 2019 and held it in 1 quarter.
WealthStone's CDW position peaked at $777 in Q2 2019.
589 funds tracked by Wall St. Rank held CDW as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.