YWP
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YorkBridge Wealth Partners’s Curtiss-Wright CW Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-70
Closed -$9K – 274
2019
Q2 		$9K Sell
70
-23
-25% -$2.65K ﹤0.01% 581
2019
Q1 		$11K Buy
+93
New +$10.6K 0.01% 568

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AQR Capital Management
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AL
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Boston Partners
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's CW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Curtiss-Wright (CW) in Q3 2019, closing a stake of 70 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in CW in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 312 funds tracked by Wall St. Rank hold CW as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Curtiss-Wright position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 70 Curtiss-Wright shares in Q3 2019, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in Curtiss-Wright in Q1 2019 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Curtiss-Wright position peaked at $11K in Q1 2019.
  • 312 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.