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Camarda Financial Advisors’s Cummins CMI Stock Holding History

Camarda Financial Advisors’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
Q4 		– Sell
-500
Closed -$73K – 181
2018
Q3 		$73K Buy
+500
New +$70.4K 0.08% 93
2017
Q3 		– Sell
-7
Closed -$1K – 213
2017
Q2 		$1K Buy
+7
New +$1.09K ﹤0.01% 222
2016
Q2 		– Sell
-31
Closed -$3K – 268
2016
Q1 		$3K Hold
31
– – ﹤0.01% 226
2015
Q4 		$3K Buy
+31
New +$3.1K ﹤0.01% 217
2013
Q3 		– Sell
-20
Closed -$2K – 123
2013
Q2 		$2K Buy
+20
New +$2.27K ﹤0.01% 251

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Camarda Financial Advisors's CMI Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Cummins (CMI) in Q4 2018, closing a stake of 500 shares — an estimated $73K sold.

Camarda Financial Advisors first reported a position in CMI in Q2 2013 and held it in 5 quarters. The position peaked at $73K in Q3 2018. 970 funds tracked by Wall St. Rank hold CMI as of Q4 2018.

  • Camarda Financial Advisors reported no remaining Cummins position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 500 Cummins shares in Q4 2018, an estimated $73K.
  • Camarda Financial Advisors first reported a position in Cummins in Q2 2013 and held it in 5 quarters.
  • Camarda Financial Advisors's Cummins position peaked at $73K in Q3 2018.
  • 970 funds tracked by Wall St. Rank held Cummins as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.