FGC
CMCO icon

Financial Gravity Companies’s Columbus McKinnon CMCO Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$9K Buy
+256
New +$8.69K 0.01% 610
2018
Q1 		$1K Buy
32
+9
+39% +$345 ﹤0.01% 1090
2017
Q4 		$1K Buy
+23
New +$881 ﹤0.01% 1067

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's CMCO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Columbus McKinnon (CMCO) in Q4 2018: 256 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMCO as recently as Q1 2018.

Financial Gravity Companies first reported a position in CMCO in Q4 2017 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CMCO as of Q4 2018.

  • Financial Gravity Companies held 256 shares of Columbus McKinnon worth $9K as of Q4 2018.
  • Columbus McKinnon was a new Financial Gravity Companies position in Q4 2018.
  • Columbus McKinnon made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #610 holding.
  • Financial Gravity Companies first reported a position in Columbus McKinnon in Q4 2017 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.