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Advisor Group’s Columbus McKinnon CMCO Stock Holding History

Advisor Group’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-486
Closed -$18K – 5324
2019
Q3 		$18K Sell
486
-24
-5% -$891 ﹤0.01% 4011
2019
Q2 		$21K Sell
510
-261
-34% -$9.93K ﹤0.01% 3947
2019
Q1 		$26K Hold
771
– – ﹤0.01% 3824
2018
Q4 		$23K Sell
771
-154
-17% -$5.22K ﹤0.01% 3713
2018
Q3 		$37K Buy
925
+482
+109% +$20.1K ﹤0.01% 3496
2018
Q2 		$19K Buy
443
+139
+46% +$5.38K ﹤0.01% 3736
2018
Q1 		$11K Sell
304
-1,455
-83% -$55.8K ﹤0.01% 4009
2017
Q4 		$70K Buy
1,759
+794
+82% +$30.4K ﹤0.01% 2844
2017
Q3 		$37K Buy
+965
New +$29.5K ﹤0.01% 3153

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Advisor Group's CMCO Position: Q4 2019 in Review

Advisor Group sold out of Columbus McKinnon (CMCO) in Q4 2019, closing a stake of 486 shares — an estimated $18K sold.

Advisor Group first reported a position in CMCO in Q3 2017 and held it in 9 quarters. The position peaked at $70K in Q4 2017. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

  • Advisor Group reported no remaining Columbus McKinnon position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 486 Columbus McKinnon shares in Q4 2019, an estimated $18K.
  • Advisor Group first reported a position in Columbus McKinnon in Q3 2017 and held it in 9 quarters.
  • Advisor Group's Columbus McKinnon position peaked at $70K in Q4 2017.
  • 166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.