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Acorn Wealth Advisors’s Cummins CMI Stock Holding History

Acorn Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7
Closed -$1K – 572
2018
Q1 		$1K Sell
7
-15
-68% -$2.58K ﹤0.01% 778
2017
Q4 		$4K Buy
+22
New +$3.76K ﹤0.01% 615

Other funds holding CMI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's CMI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Cummins (CMI) in Q2 2018, closing a stake of 7 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in CMI in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 926 funds tracked by Wall St. Rank hold CMI as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Cummins position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 7 Cummins shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Cummins in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Cummins position peaked at $4K in Q4 2017.
  • 926 funds tracked by Wall St. Rank held Cummins as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.