WIM
CW icon

Westside Investment Management’s Curtiss-Wright CW Stock Holding History

Westside Investment 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
2018
Q3 		– Sell
-30
Closed -$3.61K – 736
2018
Q2 		$3.61K Hold
30
– – ﹤0.01% 713
2018
Q1 		$3.96K Hold
30
– – ﹤0.01% 695
2017
Q4 		$3.73K Hold
30
– – ﹤0.01% 722
2017
Q3 		$3.32K Hold
30
– – ﹤0.01% 712
2017
Q2 		$2.79K Hold
30
– – ﹤0.01% 724
2017
Q1 		$2.66K Hold
30
– – ﹤0.01% 691
2016
Q4 		$2.94K Buy
+30
New +$2.85K ﹤0.01% 565

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westside Investment Management's CW Position: Q3 2018 in Review

Westside Investment Management sold out of Curtiss-Wright (CW) in Q3 2018, closing a stake of 30 shares — an estimated $3.61K sold.

Westside Investment Management first reported a position in CW in Q4 2016 and held it in 7 quarters. The position peaked at $3.96K in Q1 2018. 307 funds tracked by Wall St. Rank hold CW as of Q3 2018.

  • Westside Investment Management reported no remaining Curtiss-Wright position as of Q3 2018 after selling out during the quarter.
  • Westside Investment Management sold 30 Curtiss-Wright shares in Q3 2018, an estimated $3.61K.
  • Westside Investment Management first reported a position in Curtiss-Wright in Q4 2016 and held it in 7 quarters.
  • Westside Investment Management's Curtiss-Wright position peaked at $3.96K in Q1 2018.
  • 307 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.