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Lucus Advisors’s Cummins CMI Stock Holding History

Lucus Advisors’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
2018
Q1 		$229K Buy
+1,413
New +$243K 0.4% 47

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucus Advisors's CMI Position: Q1 2018 in Review

Lucus Advisors opened a new position in Cummins (CMI) in Q1 2018: 1,413 shares worth $229K. The stake represents 0.4% of the portfolio and ranks #47 among its holdings.

970 funds tracked by Wall St. Rank hold CMI as of Q1 2018.

  • Lucus Advisors held 1,413 shares of Cummins worth $229K as of Q1 2018.
  • Cummins was a new Lucus Advisors position in Q1 2018.
  • Cummins made up 0.4% of Lucus Advisors's portfolio in Q1 2018, its #47 holding.
  • 970 funds tracked by Wall St. Rank held Cummins as of Q1 2018.

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