Asset Planning Services (Pennsylvania)’s Cummins CMI Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-50	Closed	-$8K	–	97
2019 Q3	$8K	Hold	50	–	–	﹤0.01%	213
2019 Q2	$9K	Hold	50	–	–	﹤0.01%	203
2019 Q1	$8K	Hold	50	–	–	﹤0.01%	206
2018 Q4	$7K	Hold	50	–	–	﹤0.01%	211
2018 Q3	$7K	Hold	50	–	–	﹤0.01%	216
2018 Q2	$7K	Hold	50	–	–	﹤0.01%	214
2018 Q1	$8K	Hold	50	–	–	﹤0.01%	214
2017 Q4	$9K	Hold	50	–	–	﹤0.01%	213
2017 Q3	$8K	Hold	50	–	–	﹤0.01%	239
2017 Q2	$8K	Hold	50	–	–	0.01%	234
2017 Q1	$8K	Hold	50	–	–	0.01%	231
2016 Q4	$7K	Sell	50 -50	-50%	-$6.69K	0.01%	218
2016 Q3	$13K	Hold	100	–	–	0.01%	176
2016 Q2	$11K	Hold	100	–	–	0.01%	189
2016 Q1	$11K	Hold	100	–	–	0.01%	186
2015 Q4	$9K	Hold	100	–	–	0.01%	170
2015 Q3	$11K	Buy	+100	New	+$12.4K	0.01%	152

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s CMI Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Cummins (CMI) in Q4 2019, closing a stake of 50 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in CMI in Q3 2015 and held it in 17 quarters. The position peaked at $13K in Q3 2016. 1,092 funds tracked by Wall St. Rank hold CMI as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Cummins position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 50 Cummins shares in Q4 2019, an estimated $8K.
Asset Planning Services (Pennsylvania) first reported a position in Cummins in Q3 2015 and held it in 17 quarters.
Asset Planning Services (Pennsylvania)'s Cummins position peaked at $13K in Q3 2016.
1,092 funds tracked by Wall St. Rank held Cummins as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.