Whitney & Co’s CDW CDW Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-186	Closed	-$17K	–	162
2018 Q3	$17K	Buy	+186	New	+$16.1K	﹤0.01%	259

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

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

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

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

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

Whitney & Co's CDW Position: Q4 2018 in Review

Whitney & Co sold out of CDW (CDW) in Q4 2018, closing a stake of 186 shares — an estimated $17K sold.

Whitney & Co first reported a position in CDW in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 534 funds tracked by Wall St. Rank hold CDW as of Q4 2018.

Whitney & Co reported no remaining CDW position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 186 CDW shares in Q4 2018, an estimated $17K.
Whitney & Co first reported a position in CDW in Q3 2018 and held it in 1 quarter.
Whitney & Co's CDW position peaked at $17K in Q3 2018.
534 funds tracked by Wall St. Rank held CDW as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.