Engrave Wealth Partners’s Cummins CMI Stock Holding History

Engrave Wealth Partners’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
2020 Q1	–	Sell	-100	Closed	-$17K	–	427
2019 Q4	$17K	Buy	+100	New	+$17.6K	0.02%	241

Other funds holding CMI

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Engrave Wealth Partners's CMI Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Cummins (CMI) in Q1 2020, closing a stake of 100 shares — an estimated $17K sold.

Engrave Wealth Partners first reported a position in CMI in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 970 funds tracked by Wall St. Rank hold CMI as of Q1 2020.

Engrave Wealth Partners reported no remaining Cummins position as of Q1 2020 after selling out during the quarter.
Engrave Wealth Partners sold 100 Cummins shares in Q1 2020, an estimated $17K.
Engrave Wealth Partners first reported a position in Cummins in Q4 2019 and held it in 1 quarter.
Engrave Wealth Partners's Cummins position peaked at $17K in Q4 2019.
970 funds tracked by Wall St. Rank held Cummins as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.