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Cumberland Partners’s Climb Global Solutions CLMB Stock Holding History

Cumberland Partners’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-140,000
Closed -$492K – 183
2018
Q2 		$492K Buy
+140,000
New +$483K 0.05% 141

Other funds holding CLMB

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cumberland Partners's CLMB Position: Q3 2018 in Review

Cumberland Partners sold out of Climb Global Solutions (CLMB) in Q3 2018, closing a stake of 140,000 shares — an estimated $492K sold.

Cumberland Partners first reported a position in CLMB in Q2 2018 and held it in 1 quarter. The position peaked at $492K in Q2 2018. 23 funds tracked by Wall St. Rank hold CLMB as of Q3 2018.

  • Cumberland Partners reported no remaining Climb Global Solutions position as of Q3 2018 after selling out during the quarter.
  • Cumberland Partners sold 140,000 Climb Global Solutions shares in Q3 2018, an estimated $492K.
  • Cumberland Partners first reported a position in Climb Global Solutions in Q2 2018 and held it in 1 quarter.
  • Cumberland Partners's Climb Global Solutions position peaked at $492K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2018.

Based on Cumberland Partners's 13F filing for Q3 2018, filed 15 Nov 2018.