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Hennessy Advisors Inc’s Columbus McKinnon CMCO Stock Holding History

Hennessy Advisors Inc’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
2018
Q1 		– Sell
-143,900
Closed -$5.75M – 364
2017
Q4 		$5.75M Hold
143,900
– – 0.18% 129
2017
Q3 		$5.45M Hold
143,900
– – 0.17% 138
2017
Q2 		$3.66M Sell
143,900
-2,800
-2% -$72.5K 0.11% 182
2017
Q1 		$3.64M Buy
+146,700
New +$3.86M 0.11% 191

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hennessy Advisors Inc's CMCO Position: Q1 2018 in Review

Hennessy Advisors Inc sold out of Columbus McKinnon (CMCO) in Q1 2018, closing a stake of 143,900 shares — an estimated $5.75M sold.

Hennessy Advisors Inc first reported a position in CMCO in Q1 2017 and held it in 4 quarters. The position peaked at $5.75M in Q4 2017. 145 funds tracked by Wall St. Rank hold CMCO as of Q1 2018.

  • Hennessy Advisors Inc reported no remaining Columbus McKinnon position as of Q1 2018 after selling out during the quarter.
  • Hennessy Advisors Inc sold 143,900 Columbus McKinnon shares in Q1 2018, an estimated $5.75M.
  • Hennessy Advisors Inc first reported a position in Columbus McKinnon in Q1 2017 and held it in 4 quarters.
  • Hennessy Advisors Inc's Columbus McKinnon position peaked at $5.75M in Q4 2017.
  • 145 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2018.

Based on Hennessy Advisors Inc's 13F filing for Q1 2018, filed 2 May 2018.