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Freedom Investment Management’s Columbus McKinnon CMCO Stock Holding History

Freedom Investment 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
2018
Q3 		– Sell
-4,713
Closed -$204K – 916
2018
Q2 		$204K Buy
+4,713
New +$183K 0.01% 889
2015
Q2 		– Sell
-9,778
Closed -$263K – 686
2015
Q1 		$263K Buy
9,778
+443
+5% +$11.4K 0.03% 517
2014
Q4 		$262K Sell
9,335
-486
-5% -$12.6K 0.03% 464
2014
Q3 		$216K Buy
9,821
+1,230
+14% +$31K 0.04% 436
2014
Q2 		$232K Buy
+8,591
New +$235K 0.04% 417

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Freedom Investment Management's CMCO Position: Q3 2018 in Review

Freedom Investment Management sold out of Columbus McKinnon (CMCO) in Q3 2018, closing a stake of 4,713 shares — an estimated $204K sold.

Freedom Investment Management first reported a position in CMCO in Q2 2014 and held it in 5 quarters. The position peaked at $263K in Q1 2015. 161 funds tracked by Wall St. Rank hold CMCO as of Q3 2018.

  • Freedom Investment Management reported no remaining Columbus McKinnon position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 4,713 Columbus McKinnon shares in Q3 2018, an estimated $204K.
  • Freedom Investment Management first reported a position in Columbus McKinnon in Q2 2014 and held it in 5 quarters.
  • Freedom Investment Management's Columbus McKinnon position peaked at $263K in Q1 2015.
  • 161 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.