YWP
CDW icon

YorkBridge Wealth Partners’s CDW CDW Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-237
Closed -$19K – 750
2018
Q4 		$19K Sell
237
-204
-46% -$17.6K 0.01% 471
2018
Q3 		$39K Hold
441
– – 0.02% 387
2018
Q2 		$36K Hold
441
– – 0.02% 400
2018
Q1 		$31K Buy
+441
New +$32.2K 0.01% 421

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YorkBridge Wealth Partners's CDW Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of CDW (CDW) in Q1 2019, closing a stake of 237 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in CDW in Q1 2018 and held it in 4 quarters. The position peaked at $39K in Q3 2018. 569 funds tracked by Wall St. Rank hold CDW as of Q1 2019.

  • YorkBridge Wealth Partners reported no remaining CDW position as of Q1 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 237 CDW shares in Q1 2019, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in CDW in Q1 2018 and held it in 4 quarters.
  • YorkBridge Wealth Partners's CDW position peaked at $39K in Q3 2018.
  • 569 funds tracked by Wall St. Rank held CDW as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.