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Dorsey & Whitney Trust’s Columbus McKinnon CMCO Stock Holding History

Dorsey & Whitney Trust’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
Q1 		– Sell
-7,135
Closed -$215K – 407
2018
Q4 		$215K Hold
7,135
– – 0.04% 324
2018
Q3 		$282K Buy
7,135
+732
+11% +$30.6K 0.04% 298
2018
Q2 		$278K Buy
+6,403
New +$248K 0.05% 273

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dorsey & Whitney Trust's CMCO Position: Q1 2019 in Review

Dorsey & Whitney Trust sold out of Columbus McKinnon (CMCO) in Q1 2019, closing a stake of 7,135 shares — an estimated $215K sold.

Dorsey & Whitney Trust first reported a position in CMCO in Q2 2018 and held it in 3 quarters. The position peaked at $282K in Q3 2018. 159 funds tracked by Wall St. Rank hold CMCO as of Q1 2019.

  • Dorsey & Whitney Trust reported no remaining Columbus McKinnon position as of Q1 2019 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 7,135 Columbus McKinnon shares in Q1 2019, an estimated $215K.
  • Dorsey & Whitney Trust first reported a position in Columbus McKinnon in Q2 2018 and held it in 3 quarters.
  • Dorsey & Whitney Trust's Columbus McKinnon position peaked at $282K in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2019.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2019, filed 14 May 2019.