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Bruderman Asset Management’s Cummins CMI Stock Holding History

Bruderman Asset Management’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
2018
Q3 		– Sell
-129
Closed -$17K – 353
2018
Q2 		$17K Sell
129
-1,590
-92% -$238K ﹤0.01% 277
2018
Q1 		$279K Buy
+1,719
New +$295K 0.07% 110

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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's CMI Position: Q3 2018 in Review

Bruderman Asset Management sold out of Cummins (CMI) in Q3 2018, closing a stake of 129 shares — an estimated $17K sold.

Bruderman Asset Management first reported a position in CMI in Q1 2018 and held it in 2 quarters. The position peaked at $279K in Q1 2018. 939 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

  • Bruderman Asset Management reported no remaining Cummins position as of Q3 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 129 Cummins shares in Q3 2018, an estimated $17K.
  • Bruderman Asset Management first reported a position in Cummins in Q1 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Cummins position peaked at $279K in Q1 2018.
  • 939 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on Bruderman Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.