Clear Perspective Advisors’s Cummins CMI Stock Holding History

Clear Perspective 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 Q3	–	Sell	-100	Closed	-$13K	–	187
2018 Q2	$13K	Hold	100	–	–	0.01%	344
2018 Q1	$16K	Hold	100	–	–	0.01%	320
2017 Q4	$18K	Hold	100	–	–	0.01%	296
2017 Q3	$17K	Hold	100	–	–	0.01%	300
2017 Q2	$16K	Hold	100	–	–	0.01%	303
2017 Q1	$15K	Hold	100	–	–	0.01%	288
2016 Q4	$14K	Buy	+100	New	+$13.4K	0.01%	291

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspective Advisors's CMI Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Cummins (CMI) in Q3 2018, closing a stake of 100 shares — an estimated $13K sold.

Clear Perspective Advisors first reported a position in CMI in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q4 2017. 939 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

Clear Perspective Advisors reported no remaining Cummins position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 100 Cummins shares in Q3 2018, an estimated $13K.
Clear Perspective Advisors first reported a position in Cummins in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Cummins position peaked at $18K in Q4 2017.
939 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.