GWM
CMI icon

Gupta Wealth Management’s Cummins CMI Stock Holding History

Gupta Wealth 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
2016
Q1 		$18K Buy
166
+39
+31% +$3.77K ﹤0.01% 674
2015
Q4 		$11K Sell
127
-216
-63% -$21.6K ﹤0.01% 850
2015
Q3 		$37K Sell
343
-106
-24% -$13.1K 0.01% 510
2015
Q2 		$59K Buy
449
+247
+122% +$34K 0.01% 435
2015
Q1 		$28K Buy
+202
New +$28.5K 0.01% 514

Other funds holding CMI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's CMI Position: Q1 2016 in Review

Gupta Wealth Management increased its Cummins (CMI) stake by 31% in Q1 2016, buying an estimated $3.77K and bringing the position to 166 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Gupta Wealth Management first reported a position in CMI in Q1 2015 and has held it in 5 quarters since. The position peaked at $59K in Q2 2015. 774 funds tracked by Wall St. Rank hold CMI as of Q1 2016.

  • Gupta Wealth Management held 166 shares of Cummins worth $18K as of Q1 2016.
  • Gupta Wealth Management bought 39 Cummins shares in Q1 2016, an estimated $3.77K.
  • Cummins made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #674 holding.
  • Gupta Wealth Management first reported a position in Cummins in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Cummins position peaked at $59K in Q2 2015.
  • 774 funds tracked by Wall St. Rank held Cummins as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.