Winfield Associates’s Curtiss-Wright CW Stock Holding History

Winfield Associates’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
2017 Q1	–	Sell	-200	Closed	-$20K	–	762
2016 Q4	$20K	Hold	200	–	–	0.01%	259
2016 Q3	$18K	Hold	200	–	–	0.01%	264
2016 Q2	$17K	Buy	+200	New	+$16.1K	0.01%	262

Other funds holding CW

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Winfield Associates's CW Position: Q1 2017 in Review

Winfield Associates sold out of Curtiss-Wright (CW) in Q1 2017, closing a stake of 200 shares — an estimated $20K sold.

Winfield Associates first reported a position in CW in Q2 2016 and held it in 3 quarters. The position peaked at $20K in Q4 2016. 262 funds tracked by Wall St. Rank hold CW as of Q1 2017.

Winfield Associates reported no remaining Curtiss-Wright position as of Q1 2017 after selling out during the quarter.
Winfield Associates sold 200 Curtiss-Wright shares in Q1 2017, an estimated $20K.
Winfield Associates first reported a position in Curtiss-Wright in Q2 2016 and held it in 3 quarters.
Winfield Associates's Curtiss-Wright position peaked at $20K in Q4 2016.
262 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2017.

Based on Winfield Associates's 13F filing for Q1 2017, filed 10 May 2017.