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James Investment Research’s Columbus McKinnon CMCO Stock Holding History

James Investment Research’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
2019
Q1 		– Sell
-370
Closed -$11K – 836
2018
Q4 		$11K Hold
370
– – ﹤0.01% 726
2018
Q3 		$15K Hold
370
– – ﹤0.01% 746
2018
Q2 		$16K Hold
370
– – ﹤0.01% 741
2018
Q1 		$13K Sell
370
-27,310
-99% -$1.05M ﹤0.01% 743
2017
Q4 		$1.11M Buy
+27,680
New +$1.06M 0.04% 463

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

James Investment Research's CMCO Position: Q1 2019 in Review

James Investment Research sold out of Columbus McKinnon (CMCO) in Q1 2019, closing a stake of 370 shares — an estimated $11K sold.

James Investment Research first reported a position in CMCO in Q4 2017 and held it in 5 quarters. The position peaked at $1.11M in Q4 2017. 159 funds tracked by Wall St. Rank hold CMCO as of Q1 2019.

  • James Investment Research reported no remaining Columbus McKinnon position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 370 Columbus McKinnon shares in Q1 2019, an estimated $11K.
  • James Investment Research first reported a position in Columbus McKinnon in Q4 2017 and held it in 5 quarters.
  • James Investment Research's Columbus McKinnon position peaked at $1.11M in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.