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Gradient Investments’s Columbus McKinnon CMCO Stock Holding History

Gradient Investments’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
2014
Q2 		– Sell
-100
Closed -$3K – 511
2014
Q1 		$3K Buy
+100
New +$2.59K ﹤0.01% 422

Other funds holding CMCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Gradient Investments's CMCO Position: Q2 2014 in Review

Gradient Investments sold out of Columbus McKinnon (CMCO) in Q2 2014, closing a stake of 100 shares — an estimated $3K sold.

Gradient Investments first reported a position in CMCO in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 121 funds tracked by Wall St. Rank hold CMCO as of Q2 2014.

  • Gradient Investments reported no remaining Columbus McKinnon position as of Q2 2014 after selling out during the quarter.
  • Gradient Investments sold 100 Columbus McKinnon shares in Q2 2014, an estimated $3K.
  • Gradient Investments first reported a position in Columbus McKinnon in Q1 2014 and held it in 1 quarter.
  • Gradient Investments's Columbus McKinnon position peaked at $3K in Q1 2014.
  • 121 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2014.

Based on Gradient Investments's 13F filing for Q2 2014, filed 11 Jul 2014.