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Fieldpoint Private Securities’s Columbus McKinnon CMCO Stock Holding History

Fieldpoint Private Securities’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
2017
Q4 		– Sell
-804
Closed -$30K – 421
2017
Q3 		$30K Buy
+804
New +$24.6K 0.01% 456

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fieldpoint Private Securities's CMCO Position: Q4 2017 in Review

Fieldpoint Private Securities sold out of Columbus McKinnon (CMCO) in Q4 2017, closing a stake of 804 shares — an estimated $30K sold.

Fieldpoint Private Securities first reported a position in CMCO in Q3 2017 and held it in 1 quarter. The position peaked at $30K in Q3 2017. 150 funds tracked by Wall St. Rank hold CMCO as of Q4 2017.

  • Fieldpoint Private Securities reported no remaining Columbus McKinnon position as of Q4 2017 after selling out during the quarter.
  • Fieldpoint Private Securities sold 804 Columbus McKinnon shares in Q4 2017, an estimated $30K.
  • Fieldpoint Private Securities first reported a position in Columbus McKinnon in Q3 2017 and held it in 1 quarter.
  • Fieldpoint Private Securities's Columbus McKinnon position peaked at $30K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2017.

Based on Fieldpoint Private Securities's 13F filing for Q4 2017, filed 15 Feb 2018.