Mariner Wealth Advisors (Cincinnati)’s Cummins CMI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$211K	Buy	+1,445	New	+$203K	0.01%	277
2018 Q2	–	Sell	-3,285	Closed	-$532K	–	298
2018 Q1	$532K	Buy	3,285 +828	+34%	+$142K	0.03%	178
2017 Q4	$434K	Buy	2,457 +28	+1%	+$4.79K	0.03%	195
2017 Q3	$408K	Buy	+2,429	New	+$393K	0.03%	185
2015 Q1	$1.75M	Buy	12,659 +4,825	+62%	+$680K	0.25%	59
2014 Q4	$1.13M	Buy	7,834 +2,115	+37%	+$299K	0.16%	71
2014 Q3	$755K	Buy	5,719 +200	+4%	+$28.8K	0.12%	76
2014 Q2	$852K	Buy	5,519 +3,685	+201%	+$557K	0.13%	70
2014 Q1	$273K	Hold	1,834	–	–	0.04%	125
2013 Q4	$259K	Buy	+1,834	New	+$243K	0.04%	129

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CMI Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) opened a new position in Cummins (CMI) in Q3 2018: 1,445 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in CMI as recently as Q1 2018.

Mariner Wealth Advisors (Cincinnati) first reported a position in CMI in Q4 2013 and has held it in 10 quarters since. The position peaked at $1.75M in Q1 2015. 939 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,445 shares of Cummins worth $211K as of Q3 2018.
Cummins was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
Cummins made up 0.01% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #277 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Cummins in Q4 2013 and has held it in 10 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Cummins position peaked at $1.75M in Q1 2015.
939 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.