Commonwealth Equity Services
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Commonwealth Equity Services’s Columbus McKinnon CMCO Stock Holding History

Commonwealth Equity Services’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
2021
Q2 		– Sell
-5,771
Closed -$304K – 3537
2021
Q1 		$304K Buy
+5,771
New +$275K ﹤0.01% 2748

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Commonwealth Equity Services's CMCO Position: Q2 2021 in Review

Commonwealth Equity Services sold out of Columbus McKinnon (CMCO) in Q2 2021, closing a stake of 5,771 shares — an estimated $304K sold.

Commonwealth Equity Services first reported a position in CMCO in Q1 2021 and held it in 1 quarter. The position peaked at $304K in Q1 2021. 148 funds tracked by Wall St. Rank hold CMCO as of Q2 2021.

  • Commonwealth Equity Services reported no remaining Columbus McKinnon position as of Q2 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,771 Columbus McKinnon shares in Q2 2021, an estimated $304K.
  • Commonwealth Equity Services first reported a position in Columbus McKinnon in Q1 2021 and held it in 1 quarter.
  • Commonwealth Equity Services's Columbus McKinnon position peaked at $304K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2021.

Based on Commonwealth Equity Services's 13F filing for Q2 2021, filed 11 Aug 2021.