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Institutional Capital’s Cummins CMI Stock Holding History

Institutional Capital’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
2013
Q3 		– Sell
-242,877
Closed -$26.3M – 43
2013
Q2 		$26.3M Buy
+242,877
New +$27.6M 0.14% 42

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return

Institutional Capital's CMI Position: Q3 2013 in Review

Institutional Capital sold out of Cummins (CMI) in Q3 2013, closing a stake of 242,877 shares — an estimated $26.3M sold.

Institutional Capital first reported a position in CMI in Q2 2013 and held it in 1 quarter. The position peaked at $26.3M in Q2 2013. 723 funds tracked by Wall St. Rank hold CMI as of Q3 2013.

  • Institutional Capital reported no remaining Cummins position as of Q3 2013 after selling out during the quarter.
  • Institutional Capital sold 242,877 Cummins shares in Q3 2013, an estimated $26.3M.
  • Institutional Capital first reported a position in Cummins in Q2 2013 and held it in 1 quarter.
  • Institutional Capital's Cummins position peaked at $26.3M in Q2 2013.
  • 723 funds tracked by Wall St. Rank held Cummins as of Q3 2013.

Based on Institutional Capital's 13F filing for Q3 2013, filed 12 Nov 2013.