Lupo Securities’s Cummins CMI Stock Holding History

Lupo Securities’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 Q1	–	Sell	-23	Closed	-$6.52K	–	500
2014 Q4	$6.52K	Buy	+23	New	+$3.25K	﹤0.01%	375

Other funds holding CMI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lupo Securities's CMI Position: Q1 2015 in Review

Lupo Securities sold out of Cummins (CMI) in Q1 2015, closing a stake of 586 shares — an estimated $84.5K sold.

Lupo Securities first reported a position in CMI in Q4 2014 and held it in 1 quarter. The position peaked at $84.5K in Q4 2014. 812 funds tracked by Wall St. Rank hold CMI as of Q1 2015.

Lupo Securities reported no remaining Cummins position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 586 Cummins shares in Q1 2015, an estimated $84.5K.
Lupo Securities first reported a position in Cummins in Q4 2014 and held it in 1 quarter.
Lupo Securities's Cummins position peaked at $84.5K in Q4 2014.
812 funds tracked by Wall St. Rank held Cummins as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.