ERTS Wealth Advisors’s Cummins CMI Stock Holding History

ERTS Wealth Advisors’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
2019 Q1	–	Sell	-36	Closed	-$5K	–	133
2018 Q4	$5K	Buy	+36	New	+$5.08K	﹤0.01%	270

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

ERTS Wealth Advisors's CMI Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Cummins (CMI) in Q1 2019, closing a stake of 36 shares — an estimated $5K sold.

ERTS Wealth Advisors first reported a position in CMI in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 1,049 funds tracked by Wall St. Rank hold CMI as of Q1 2019.

ERTS Wealth Advisors reported no remaining Cummins position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 36 Cummins shares in Q1 2019, an estimated $5K.
ERTS Wealth Advisors first reported a position in Cummins in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Cummins position peaked at $5K in Q4 2018.
1,049 funds tracked by Wall St. Rank held Cummins as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.