Winslow Evans & Crocker’s Curtiss-Wright CW Stock Holding History

Winslow Evans & Crocker’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
2020 Q3	–	Sell	-75	Closed	-$7K	–	1099
2020 Q2	$7K	Sell	75 -1	-1%	-$95	﹤0.01%	799
2020 Q1	$8K	Hold	76	–	–	﹤0.01%	738
2019 Q4	$12K	Hold	76	–	–	﹤0.01%	763
2019 Q3	$10K	Hold	76	–	–	﹤0.01%	799
2019 Q2	$10K	Hold	76	–	–	﹤0.01%	816
2019 Q1	$10K	Hold	76	–	–	﹤0.01%	807
2018 Q4	$8K	Hold	76	–	–	﹤0.01%	801
2018 Q3	$12K	Buy	76 +38	+100%	+$4.99K	﹤0.01%	757
2018 Q2	$6K	Hold	38	–	–	﹤0.01%	895
2018 Q1	$5K	Hold	38	–	–	﹤0.01%	907
2017 Q4	$4.51K	Hold	38	–	–	﹤0.01%	942
2017 Q3	$3.87K	Buy	38 +1	+3%	+$97	﹤0.01%	963
2017 Q2	$3.4K	Sell	37 -1	-3%	-$90	﹤0.01%	1115
2017 Q1	$3.38K	Hold	38	–	–	﹤0.01%	1085
2016 Q4	$3.64K	Hold	38	–	–	﹤0.01%	1073
2016 Q3	$3.37K	Hold	38	–	–	﹤0.01%	1122
2016 Q2	$3.12K	Buy	38 +1	+3%	+$81	﹤0.01%	1118
2016 Q1	$2.8K	Sell	37 -1	-3%	-$69	﹤0.01%	1127
2015 Q4	$2.54K	Hold	38	–	–	﹤0.01%	1198
2015 Q3	$2.31K	Hold	38	–	–	﹤0.01%	1157
2015 Q2	$2.68K	Hold	38	–	–	﹤0.01%	1179
2015 Q1	$2.74K	Hold	38	–	–	﹤0.01%	1136
2014 Q4	$2.61K	Hold	38	–	–	﹤0.01%	1169
2014 Q3	$2.44K	Buy	38 +1	+3%	+$67	﹤0.01%	1247
2014 Q2	$2.43K	Hold	37	–	–	﹤0.01%	1169
2014 Q1	$2.35K	Hold	37	–	–	﹤0.01%	1148
2013 Q4	$2K	Buy	+37	New	+$1.92K	﹤0.01%	1273

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's CW Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Curtiss-Wright (CW) in Q3 2020, closing a stake of 75 shares — an estimated $7K sold.

Winslow Evans & Crocker first reported a position in CW in Q4 2013 and held it in 27 quarters. The position peaked at $12K in Q4 2019. 314 funds tracked by Wall St. Rank hold CW as of Q3 2020.

Winslow Evans & Crocker reported no remaining Curtiss-Wright position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 75 Curtiss-Wright shares in Q3 2020, an estimated $7K.
Winslow Evans & Crocker first reported a position in Curtiss-Wright in Q4 2013 and held it in 27 quarters.
Winslow Evans & Crocker's Curtiss-Wright position peaked at $12K in Q4 2019.
314 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.