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Dougherty Wealth Advisers’s Columbus McKinnon CMCO Stock Holding History

Dougherty Wealth Advisers’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
Q4 		– Sell
-70
Closed -$3K – 176
2019
Q3 		$3K Buy
+70
New +$2.6K 0.01% 172

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dougherty Wealth Advisers's CMCO Position: Q4 2019 in Review

Dougherty Wealth Advisers sold out of Columbus McKinnon (CMCO) in Q4 2019, closing a stake of 70 shares — an estimated $3K sold.

Dougherty Wealth Advisers first reported a position in CMCO in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

  • Dougherty Wealth Advisers reported no remaining Columbus McKinnon position as of Q4 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 70 Columbus McKinnon shares in Q4 2019, an estimated $3K.
  • Dougherty Wealth Advisers first reported a position in Columbus McKinnon in Q3 2019 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Columbus McKinnon position peaked at $3K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.