Howe & Rusling’s Columbus McKinnon CMCO Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-355	Closed	-$14K	–	834
2018 Q3	$14K	Sell	355 -2,495	-88%	-$104K	﹤0.01%	443
2018 Q2	$124K	Hold	2,850	–	–	0.02%	183
2018 Q1	$102K	Hold	2,850	–	–	0.02%	212
2017 Q4	$114K	Buy	+2,850	New	+$109K	0.02%	233
2016 Q4	–	Sell	-155	Closed	-$3K	–	1035
2016 Q3	$3K	Hold	155	–	–	﹤0.01%	756
2016 Q2	$2K	Hold	155	–	–	﹤0.01%	800
2016 Q1	$2K	Sell	155 -20	-11%	-$296	﹤0.01%	834
2015 Q4	$3K	Hold	175	–	–	﹤0.01%	723
2015 Q3	$3K	Hold	175	–	–	﹤0.01%	725
2015 Q2	$4K	Hold	175	–	–	﹤0.01%	689
2015 Q1	$5K	Buy	175 +75	+75%	+$1.94K	﹤0.01%	602
2014 Q4	$3K	Hold	100	–	–	﹤0.01%	699
2014 Q3	$2K	Buy	+100	New	+$2.52K	﹤0.01%	728

Other funds holding CMCO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howe & Rusling's CMCO Position: Q4 2018 in Review

Howe & Rusling sold out of Columbus McKinnon (CMCO) in Q4 2018, closing a stake of 355 shares — an estimated $14K sold.

Howe & Rusling first reported a position in CMCO in Q3 2014 and held it in 13 quarters. The position peaked at $124K in Q2 2018. 159 funds tracked by Wall St. Rank hold CMCO as of Q4 2018.

Howe & Rusling reported no remaining Columbus McKinnon position as of Q4 2018 after selling out during the quarter.
Howe & Rusling sold 355 Columbus McKinnon shares in Q4 2018, an estimated $14K.
Howe & Rusling first reported a position in Columbus McKinnon in Q3 2014 and held it in 13 quarters.
Howe & Rusling's Columbus McKinnon position peaked at $124K in Q2 2018.
159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.