Assured Investment Management’s Columbus McKinnon CMCO Stock Holding History

Assured Investment Management’s Portfolio CMCO Stock Details CMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-15,537	Closed	-$468K	–	1155
2018 Q4	$468K	Buy	15,537 +4,831	+45%	+$164K	0.01%	674
2018 Q3	$423K	Sell	10,706 -5,382	-33%	-$225K	0.01%	817
2018 Q2	$698K	Buy	16,088 +13,507	+523%	+$523K	0.01%	705
2018 Q1	$93K	Buy	+2,581	New	+$99K	﹤0.01%	1057

Other funds holding CMCO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Assured Investment Management's CMCO Position: Q1 2019 in Review

Assured Investment Management sold out of Columbus McKinnon (CMCO) in Q1 2019, closing a stake of 15,537 shares — an estimated $468K sold.

Assured Investment Management first reported a position in CMCO in Q1 2018 and held it in 4 quarters. The position peaked at $698K in Q2 2018. 159 funds tracked by Wall St. Rank hold CMCO as of Q1 2019.

Assured Investment Management reported no remaining Columbus McKinnon position as of Q1 2019 after selling out during the quarter.
Assured Investment Management sold 15,537 Columbus McKinnon shares in Q1 2019, an estimated $468K.
Assured Investment Management first reported a position in Columbus McKinnon in Q1 2018 and held it in 4 quarters.
Assured Investment Management's Columbus McKinnon position peaked at $698K in Q2 2018.
159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.