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All Terrain Financial Advisors’s Cummins CMI Stock Holding History

All Terrain Financial 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
2019
Q1 		– Sell
-2,000
Closed -$267K – 247
2018
Q4 		$267K Buy
2,000
+1,000
+100% +$141K 0.11% 117
2018
Q3 		$146K Sell
1,000
-100
-9% -$14.1K 0.06% 176
2018
Q2 		$146K Hold
1,100
– – 0.07% 174
2018
Q1 		$178K Sell
1,100
-200
-15% -$34.4K 0.08% 160
2017
Q4 		$230K Buy
+1,300
New +$222K 0.11% 149

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

All Terrain Financial Advisors's CMI Position: Q1 2019 in Review

All Terrain Financial Advisors sold out of Cummins (CMI) in Q1 2019, closing a stake of 495 shares — an estimated $66K sold.

All Terrain Financial Advisors first reported a position in CMI in Q4 2017 and held it in 5 quarters. The position peaked at $72K in Q3 2018. 1,049 funds tracked by Wall St. Rank hold CMI as of Q1 2019.

  • All Terrain Financial Advisors reported no remaining Cummins position as of Q1 2019 after selling out during the quarter.
  • All Terrain Financial Advisors sold 495 Cummins shares in Q1 2019, an estimated $66K.
  • All Terrain Financial Advisors first reported a position in Cummins in Q4 2017 and held it in 5 quarters.
  • All Terrain Financial Advisors's Cummins position peaked at $72K in Q3 2018.
  • 1,049 funds tracked by Wall St. Rank held Cummins as of Q1 2019.

Based on All Terrain Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.