Aris Wealth Services’s Cummins CMI Stock Holding History

Aris Wealth 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
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	349
2015 Q2	$1K	Hold	9	–	–	﹤0.01%	482
2015 Q1	$1K	Buy	+9	New	+$1.27K	﹤0.01%	525

Other funds holding CMI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aris Wealth Services's CMI Position: Q3 2015 in Review

Aris Wealth Services held its Cummins (CMI) position steady in Q3 2015 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Aris Wealth Services first reported a position in CMI in Q1 2015 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold CMI as of Q3 2015.

Aris Wealth Services held 9 shares of Cummins worth $1K as of Q3 2015.
Aris Wealth Services left its Cummins share count unchanged in Q3 2015.
Cummins made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #349 holding.
Aris Wealth Services first reported a position in Cummins in Q1 2015 and has held it in 3 quarters since.
780 funds tracked by Wall St. Rank held Cummins as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.