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Hefty Wealth Partners’s Cummins CMI Stock Holding History

Hefty Wealth Partners’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
Q2 		– Sell
-8,597
Closed -$945K – 215
2016
Q1 		$945K Buy
8,597
+1,701
+25% +$164K 0.88% 41
2015
Q4 		$606K Buy
+6,896
New +$689K 0.58% 63

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Hefty Wealth Partners's CMI Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Cummins (CMI) in Q2 2016, closing a stake of 8,597 shares — an estimated $945K sold.

Hefty Wealth Partners first reported a position in CMI in Q4 2015 and held it in 2 quarters. The position peaked at $945K in Q1 2016. 757 funds tracked by Wall St. Rank hold CMI as of Q2 2016.

  • Hefty Wealth Partners reported no remaining Cummins position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 8,597 Cummins shares in Q2 2016, an estimated $945K.
  • Hefty Wealth Partners first reported a position in Cummins in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's Cummins position peaked at $945K in Q1 2016.
  • 757 funds tracked by Wall St. Rank held Cummins as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.