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Ground Swell Capital’s Columbus McKinnon CMCO Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-161
Closed -$4K – 2437
2014
Q2 		$4K Buy
+161
New +$4.41K 0.01% 1169

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ground Swell Capital's CMCO Position: Q3 2014 in Review

Ground Swell Capital sold out of Columbus McKinnon (CMCO) in Q3 2014, closing a stake of 161 shares — an estimated $4K sold.

Ground Swell Capital first reported a position in CMCO in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 110 funds tracked by Wall St. Rank hold CMCO as of Q3 2014.

  • Ground Swell Capital reported no remaining Columbus McKinnon position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 161 Columbus McKinnon shares in Q3 2014, an estimated $4K.
  • Ground Swell Capital first reported a position in Columbus McKinnon in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Columbus McKinnon position peaked at $4K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.