CX Institutional’s Columbus McKinnon CMCO Stock Holding History

CX Institutional’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 Q3	–	Sell	-25	Closed	-$1K	–	814
2019 Q2	$1K	Buy	+25	New	+$951	﹤0.01%	824

Other funds holding CMCO

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

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

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

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

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

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

CX Institutional's CMCO Position: Q3 2019 in Review

CX Institutional sold out of Columbus McKinnon (CMCO) in Q3 2019, closing a stake of 25 shares — an estimated $1K sold.

CX Institutional first reported a position in CMCO in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 168 funds tracked by Wall St. Rank hold CMCO as of Q3 2019.

CX Institutional reported no remaining Columbus McKinnon position as of Q3 2019 after selling out during the quarter.
CX Institutional sold 25 Columbus McKinnon shares in Q3 2019, an estimated $1K.
CX Institutional first reported a position in Columbus McKinnon in Q2 2019 and held it in 1 quarter.
CX Institutional's Columbus McKinnon position peaked at $1K in Q2 2019.
168 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.