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Bellwether Investment Group’s Cummins CMI Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-281
Closed -$38K – 797
2016
Q4 		$38K Buy
+281
New +$37.6K 0.03% 315
2016
Q2 		$20K Buy
+176
New +$19.9K 0.02% 332

Other funds holding CMI

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Investment Group's CMI Position: Q1 2017 in Review

Bellwether Investment Group sold out of Cummins (CMI) in Q1 2017, closing a stake of 281 shares — an estimated $38K sold.

Bellwether Investment Group first reported a position in CMI in Q2 2016 and held it in 2 quarters. The position peaked at $38K in Q4 2016. 855 funds tracked by Wall St. Rank hold CMI as of Q1 2017.

  • Bellwether Investment Group reported no remaining Cummins position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 281 Cummins shares in Q1 2017, an estimated $38K.
  • Bellwether Investment Group first reported a position in Cummins in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Cummins position peaked at $38K in Q4 2016.
  • 855 funds tracked by Wall St. Rank held Cummins as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.