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Guidant Wealth Advisors’s Cummins CMI Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$30K Hold
182
– – 0.01% 196
2019
Q2 		$31K Buy
182
+1
+0.6% +$164 0.01% 199
2019
Q1 		$29K Buy
+181
New +$27.2K 0.01% 200

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Guidant Wealth Advisors's CMI Position: Q3 2019 in Review

Guidant Wealth Advisors held its Cummins (CMI) position steady in Q3 2019 at 182 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #196.

Guidant Wealth Advisors first reported a position in CMI in Q1 2019 and has held it in 3 quarters since. The position peaked at $31K in Q2 2019. 1,007 funds tracked by Wall St. Rank hold CMI as of Q3 2019.

  • Guidant Wealth Advisors held 182 shares of Cummins worth $30K as of Q3 2019.
  • Guidant Wealth Advisors left its Cummins share count unchanged in Q3 2019.
  • Cummins made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #196 holding.
  • Guidant Wealth Advisors first reported a position in Cummins in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Cummins position peaked at $31K in Q2 2019.
  • 1,007 funds tracked by Wall St. Rank held Cummins as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.