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Founders Financial Securities’s Cummins CMI Stock Holding History

Founders Financial Securities’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
2015
Q4 		– Sell
-21,436
Closed -$2.33M – 69
2015
Q3 		$2.33M Buy
21,436
+1,833
+9% +$226K 1.15% 29
2015
Q2 		$2.57M Buy
19,603
+775
+4% +$107K 1.28% 23
2015
Q1 		$2.61M Buy
18,828
+3,244
+21% +$457K 1.35% 29
2014
Q4 		$2.25M Buy
+15,584
New +$2.2M 1.34% 24

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Founders Financial Securities's CMI Position: Q4 2015 in Review

Founders Financial Securities sold out of Cummins (CMI) in Q4 2015, closing a stake of 21,436 shares — an estimated $2.33M sold.

Founders Financial Securities first reported a position in CMI in Q4 2014 and held it in 4 quarters. The position peaked at $2.61M in Q1 2015. 752 funds tracked by Wall St. Rank hold CMI as of Q4 2015.

  • Founders Financial Securities reported no remaining Cummins position as of Q4 2015 after selling out during the quarter.
  • Founders Financial Securities sold 21,436 Cummins shares in Q4 2015, an estimated $2.33M.
  • Founders Financial Securities first reported a position in Cummins in Q4 2014 and held it in 4 quarters.
  • Founders Financial Securities's Cummins position peaked at $2.61M in Q1 2015.
  • 752 funds tracked by Wall St. Rank held Cummins as of Q4 2015.

Based on Founders Financial Securities's 13F filing for Q4 2015, filed 19 Jan 2016.