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IHT Wealth Management’s Columbus McKinnon CMCO Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-100
Closed -$3K – 585
2018
Q1 		$3K Hold
100
– – ﹤0.01% 1426
2017
Q4 		$4K Hold
100
– – ﹤0.01% 1376
2017
Q3 		$4K Hold
100
– – ﹤0.01% 1117
2017
Q2 		$0 Buy
+100
New +$2.59K ﹤0.01% 1410

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 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 $30.6B AUM 57.44% 1-Year Est. Return

IHT Wealth Management's CMCO Position: Q2 2018 in Review

IHT Wealth Management sold out of Columbus McKinnon (CMCO) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in CMCO in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 164 funds tracked by Wall St. Rank hold CMCO as of Q2 2018.

  • IHT Wealth Management reported no remaining Columbus McKinnon position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 100 Columbus McKinnon shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Columbus McKinnon in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Columbus McKinnon position peaked at $4K in Q4 2017.
  • 164 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.