LWA
CMCO icon

Lenox Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-69
Closed -$2K – 621
2020
Q1 		$2K Hold
69
– – ﹤0.01% 569
2019
Q4 		$3K Hold
69
– – ﹤0.01% 535
2019
Q3 		$3K Buy
+69
New +$2.56K ﹤0.01% 445

Other funds holding CMCO

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Lenox Wealth Advisors's CMCO Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Columbus McKinnon (CMCO) in Q2 2020, closing a stake of 69 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CMCO in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 140 funds tracked by Wall St. Rank hold CMCO as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Columbus McKinnon position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 69 Columbus McKinnon shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Columbus McKinnon in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Columbus McKinnon position peaked at $3K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.