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Aft Forsyth & Sober’s Cummins CMI Stock Holding History

Aft Forsyth & Sober’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
Q1 		– Sell
-250
Closed -$22K – 22
2015
Q4 		$22K Hold
250
– – 0.01% 38
2015
Q3 		$27K Hold
250
– – 0.01% 36
2015
Q2 		$33K Hold
250
– – 0.01% 33
2015
Q1 		$35K Hold
250
– – 0.01% 32
2014
Q4 		$36K Hold
250
– – 0.01% 30
2014
Q3 		$33K Hold
250
– – 0.01% 29
2014
Q2 		$39K Buy
250
+75
+43% +$11.3K 0.01% 27
2014
Q1 		$26K Buy
+175
New +$24.3K 0.01% 25

Other funds holding CMI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Aft Forsyth & Sober's CMI Position: Q1 2016 in Review

Aft Forsyth & Sober sold out of Cummins (CMI) in Q1 2016, closing a stake of 250 shares — an estimated $22K sold.

Aft Forsyth & Sober first reported a position in CMI in Q1 2014 and held it in 8 quarters. The position peaked at $39K in Q2 2014. 773 funds tracked by Wall St. Rank hold CMI as of Q1 2016.

  • Aft Forsyth & Sober reported no remaining Cummins position as of Q1 2016 after selling out during the quarter.
  • Aft Forsyth & Sober sold 250 Cummins shares in Q1 2016, an estimated $22K.
  • Aft Forsyth & Sober first reported a position in Cummins in Q1 2014 and held it in 8 quarters.
  • Aft Forsyth & Sober's Cummins position peaked at $39K in Q2 2014.
  • 773 funds tracked by Wall St. Rank held Cummins as of Q1 2016.

Based on Aft Forsyth & Sober's 13F filing for Q1 2016, filed 12 May 2016.