CNA Financial’s Columbus McKinnon CMCO Stock Holding History

CNA Financial’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
2017 Q2	–	Sell	-13,325	Closed	-$331K	–	172
2017 Q1	$331K	Sell	13,325 -19,087	-59%	-$502K	0.07%	161
2016 Q4	$876K	Sell	32,412 -15,377	-32%	-$346K	0.2%	122
2016 Q3	$852K	Sell	47,789 -12,604	-21%	-$211K	0.2%	130
2016 Q2	$854K	Hold	60,393	–	–	0.21%	118
2016 Q1	$951K	Hold	60,393	–	–	0.26%	116
2015 Q4	$1.14M	Buy	60,393 +17,375	+40%	+$336K	0.3%	110
2015 Q3	$781K	Hold	43,018	–	–	0.19%	136
2015 Q2	$1.07M	Hold	43,018	–	–	0.25%	120
2015 Q1	$1.16M	Hold	43,018	–	–	0.27%	112
2014 Q4	$1.21M	Sell	43,018 -14,425	-25%	-$375K	0.28%	112
2014 Q3	$1.26M	Buy	57,443 +8,650	+18%	+$218K	0.24%	120
2014 Q2	$1.32M	Buy	48,793 +6,000	+14%	+$164K	0.24%	125
2014 Q1	$1.15M	Buy	42,793 +10,128	+31%	+$263K	0.23%	120
2013 Q4	$887K	Buy	32,665 +18,180	+126%	+$475K	0.17%	138
2013 Q3	$348K	Buy	+14,485	New	+$332K	0.07%	178

Other funds holding CMCO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

SAM

Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EBIM

Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

CNA Financial's CMCO Position: Q2 2017 in Review

CNA Financial sold out of Columbus McKinnon (CMCO) in Q2 2017, closing a stake of 13,325 shares — an estimated $331K sold.

CNA Financial first reported a position in CMCO in Q3 2013 and held it in 15 quarters. The position peaked at $1.32M in Q2 2014. 124 funds tracked by Wall St. Rank hold CMCO as of Q2 2017.

CNA Financial reported no remaining Columbus McKinnon position as of Q2 2017 after selling out during the quarter.
CNA Financial sold 13,325 Columbus McKinnon shares in Q2 2017, an estimated $331K.
CNA Financial first reported a position in Columbus McKinnon in Q3 2013 and held it in 15 quarters.
CNA Financial's Columbus McKinnon position peaked at $1.32M in Q2 2014.
124 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2017.

Based on CNA Financial's 13F filing for Q2 2017, filed 10 Aug 2017.