Banyan Partners’s Cummins CMI Stock Holding History

Banyan Partners’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
2014 Q3	$3.4M	Buy	25,724 +3,452	+15%	+$498K	0.29%	91
2014 Q2	$3.44M	Sell	22,272 -208	-0.9%	-$31.5K	0.29%	94
2014 Q1	$3.35M	Sell	22,480 -1,055	-4%	-$147K	0.29%	97
2013 Q4	$3.32M	Buy	23,535 +3,815	+19%	+$506K	0.23%	97
2013 Q3	$2.62M	Buy	19,720 +970	+5%	+$120K	0.23%	101
2013 Q2	$2.03M	Buy	+18,750	New	+$2.13M	0.4%	74

Other funds holding CMI

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Banyan Partners's CMI Position: Q3 2014 in Review

Banyan Partners increased its Cummins (CMI) stake by 15% in Q3 2014, buying an estimated $498K and bringing the position to 25,724 shares worth $3.4M. The position accounts for 0.29% of the portfolio, ranked #91.

Banyan Partners first reported a position in CMI in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.44M in Q2 2014. 792 funds tracked by Wall St. Rank hold CMI as of Q3 2014.

Banyan Partners held 25,724 shares of Cummins worth $3.4M as of Q3 2014.
Banyan Partners bought 3,452 Cummins shares in Q3 2014, an estimated $498K.
Cummins made up 0.29% of Banyan Partners's portfolio in Q3 2014, its #91 holding.
Banyan Partners first reported a position in Cummins in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Cummins position peaked at $3.44M in Q2 2014.
792 funds tracked by Wall St. Rank held Cummins as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.