Elite Wealth Management’s Cummins CMI Stock Holding History

Elite Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-309	Closed	-$5K	–	427
2013 Q2	$5K	Buy	+309	New	+$35.1K	0.01%	245

Other funds holding CMI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Elite Wealth Management's CMI Position: Q1 2014 in Review

Elite Wealth Management sold out of Cummins (CMI) in Q1 2014, closing a stake of 37 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in CMI in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 777 funds tracked by Wall St. Rank hold CMI as of Q1 2014.

Elite Wealth Management reported no remaining Cummins position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 37 Cummins shares in Q1 2014, an estimated $5K.
Elite Wealth Management first reported a position in Cummins in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Cummins position peaked at $5K in Q4 2013.
777 funds tracked by Wall St. Rank held Cummins as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.