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Gould Asset Management’s Cummins CMI Stock Holding History

Gould Asset Management’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
2014
Q3 		– Sell
-1,363
Closed -$210K – 104
2014
Q2 		$210K Hold
1,363
– – 0.1% 96
2014
Q1 		$203K Buy
+1,363
New +$189K 0.11% 92

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gould Asset Management's CMI Position: Q3 2014 in Review

Gould Asset Management sold out of Cummins (CMI) in Q3 2014, closing a stake of 1,363 shares — an estimated $210K sold.

Gould Asset Management first reported a position in CMI in Q1 2014 and held it in 2 quarters. The position peaked at $210K in Q2 2014. 793 funds tracked by Wall St. Rank hold CMI as of Q3 2014.

  • Gould Asset Management reported no remaining Cummins position as of Q3 2014 after selling out during the quarter.
  • Gould Asset Management sold 1,363 Cummins shares in Q3 2014, an estimated $210K.
  • Gould Asset Management first reported a position in Cummins in Q1 2014 and held it in 2 quarters.
  • Gould Asset Management's Cummins position peaked at $210K in Q2 2014.
  • 793 funds tracked by Wall St. Rank held Cummins as of Q3 2014.

Based on Gould Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.