Financial Gravity Asset Management’s Columbus McKinnon CMCO Stock Holding History

Financial Gravity Asset Management’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	-39	Closed	-$1K	–	1417
2019 Q3	$1K	Buy	39 +5	+15%	+$186	﹤0.01%	995
2019 Q2	$1K	Buy	34 +3	+10%	+$114	﹤0.01%	1019
2019 Q1	$1K	Buy	+31	New	+$1.08K	﹤0.01%	1055
2018 Q3	$9K	Buy	258 +4	+2%	+$167	0.01%	592
2018 Q2	$10K	Buy	254 +222	+694%	+$8.6K	0.01%	564
2018 Q1	$1K	Buy	+32	New	+$1.23K	﹤0.01%	1090

Other funds holding CMCO

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Gravity Asset Management's CMCO Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Columbus McKinnon (CMCO) in Q4 2019, closing a stake of 39 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in CMCO in Q1 2018 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

Financial Gravity Asset Management reported no remaining Columbus McKinnon position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 39 Columbus McKinnon shares in Q4 2019, an estimated $1K.
Financial Gravity Asset Management first reported a position in Columbus McKinnon in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Columbus McKinnon position peaked at $10K in Q2 2018.
166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.