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Lehman Financial Resources’s Cummins CMI Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-100
Closed -$10K – 114
2015
Q3 		$10K Buy
+100
New +$12.4K 0.01% 307

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
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Bank of New York Mellon
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lehman Financial Resources's CMI Position: Q4 2015 in Review

Lehman Financial Resources sold out of Cummins (CMI) in Q4 2015, closing a stake of 100 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in CMI in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 753 funds tracked by Wall St. Rank hold CMI as of Q4 2015.

  • Lehman Financial Resources reported no remaining Cummins position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 100 Cummins shares in Q4 2015, an estimated $10K.
  • Lehman Financial Resources first reported a position in Cummins in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Cummins position peaked at $10K in Q3 2015.
  • 753 funds tracked by Wall St. Rank held Cummins as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.