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Ativo Capital Management’s Columbus McKinnon CMCO Stock Holding History

Ativo Capital 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
2014
Q3 		– Sell
-17,038
Closed -$461K – 189
2014
Q2 		$461K Hold
17,038
– – 0.2% 118
2014
Q1 		$456K Hold
17,038
– – 0.18% 128
2013
Q4 		$462K Sell
17,038
-2
-0% -$52 0.2% 125
2013
Q3 		$409K Sell
17,040
-403
-2% -$9.25K 0.19% 124
2013
Q2 		$372K Buy
+17,443
New +$341K 0.19% 112

Other funds holding CMCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ativo Capital Management's CMCO Position: Q3 2014 in Review

Ativo Capital Management sold out of Columbus McKinnon (CMCO) in Q3 2014, closing a stake of 17,038 shares — an estimated $461K sold.

Ativo Capital Management first reported a position in CMCO in Q2 2013 and held it in 5 quarters. The position peaked at $462K in Q4 2013. 110 funds tracked by Wall St. Rank hold CMCO as of Q3 2014.

  • Ativo Capital Management reported no remaining Columbus McKinnon position as of Q3 2014 after selling out during the quarter.
  • Ativo Capital Management sold 17,038 Columbus McKinnon shares in Q3 2014, an estimated $461K.
  • Ativo Capital Management first reported a position in Columbus McKinnon in Q2 2013 and held it in 5 quarters.
  • Ativo Capital Management's Columbus McKinnon position peaked at $462K in Q4 2013.
  • 110 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2014.

Based on Ativo Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.