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Lucus Advisors’s Columbus McKinnon CMCO Stock Holding History

Lucus 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
2018
Q1 		– Sell
-6,970
Closed -$279K – 208
2017
Q4 		$279K Buy
+6,970
New +$267K 0.41% 189
2017
Q3 		– Sell
-8,181
Closed -$208K – 200
2017
Q2 		$208K Buy
+8,181
New +$212K 0.28% 189

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucus Advisors's CMCO Position: Q1 2018 in Review

Lucus Advisors sold out of Columbus McKinnon (CMCO) in Q1 2018, closing a stake of 6,970 shares — an estimated $279K sold.

Lucus Advisors first reported a position in CMCO in Q2 2017 and held it in 2 quarters. The position peaked at $279K in Q4 2017. 145 funds tracked by Wall St. Rank hold CMCO as of Q1 2018.

  • Lucus Advisors reported no remaining Columbus McKinnon position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 6,970 Columbus McKinnon shares in Q1 2018, an estimated $279K.
  • Lucus Advisors first reported a position in Columbus McKinnon in Q2 2017 and held it in 2 quarters.
  • Lucus Advisors's Columbus McKinnon position peaked at $279K in Q4 2017.
  • 145 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.