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Capital Bank & Trust’s Columbus McKinnon CMCO Stock Holding History

Capital Bank & Trust’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
2019
Q2 		– Sell
-266
Closed -$9K – 685
2019
Q1 		$9K Buy
+266
New +$9.26K ﹤0.01% 533

Other funds holding CMCO

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Capital Bank & Trust's CMCO Position: Q2 2019 in Review

Capital Bank & Trust sold out of Columbus McKinnon (CMCO) in Q2 2019, closing a stake of 266 shares — an estimated $9K sold.

Capital Bank & Trust first reported a position in CMCO in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 166 funds tracked by Wall St. Rank hold CMCO as of Q2 2019.

  • Capital Bank & Trust reported no remaining Columbus McKinnon position as of Q2 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 266 Columbus McKinnon shares in Q2 2019, an estimated $9K.
  • Capital Bank & Trust first reported a position in Columbus McKinnon in Q1 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Columbus McKinnon position peaked at $9K in Q1 2019.
  • 166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2019.

Based on Capital Bank & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.