ARS Wealth Advisors’s Cummins CMI Stock Holding History

ARS Wealth 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
2017 Q4	–	Sell	-1,611	Closed	-$271K	–	120
2017 Q3	$271K	Buy	+1,611	New	+$261K	0.11%	101

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ARS Wealth Advisors's CMI Position: Q4 2017 in Review

ARS Wealth Advisors sold out of Cummins (CMI) in Q4 2017, closing a stake of 1,611 shares — an estimated $271K sold.

ARS Wealth Advisors first reported a position in CMI in Q3 2017 and held it in 1 quarter. The position peaked at $271K in Q3 2017. 992 funds tracked by Wall St. Rank hold CMI as of Q4 2017.

ARS Wealth Advisors reported no remaining Cummins position as of Q4 2017 after selling out during the quarter.
ARS Wealth Advisors sold 1,611 Cummins shares in Q4 2017, an estimated $271K.
ARS Wealth Advisors first reported a position in Cummins in Q3 2017 and held it in 1 quarter.
ARS Wealth Advisors's Cummins position peaked at $271K in Q3 2017.
992 funds tracked by Wall St. Rank held Cummins as of Q4 2017.

Based on ARS Wealth Advisors's 13F filing for Q4 2017, filed 11 Jun 2021.