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Advocacy Wealth Management Services’s Cummins CMI Stock Holding History

Advocacy Wealth Management Services’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
2016
Q3 		– Sell
-222
Closed -$25K – 372
2016
Q2 		$25K Sell
222
-18
-8% -$2.04K 0.01% 204
2016
Q1 		$26K Buy
240
+115
+92% +$11.1K 0.02% 257
2015
Q4 		$11K Buy
+125
New +$12.5K 0.01% 329

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's CMI Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Cummins (CMI) in Q3 2016, closing a stake of 222 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in CMI in Q4 2015 and held it in 3 quarters. The position peaked at $26K in Q1 2016. 774 funds tracked by Wall St. Rank hold CMI as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Cummins position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 222 Cummins shares in Q3 2016, an estimated $25K.
  • Advocacy Wealth Management Services first reported a position in Cummins in Q4 2015 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Cummins position peaked at $26K in Q1 2016.
  • 774 funds tracked by Wall St. Rank held Cummins as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.