Massachusetts Financial Services
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Massachusetts Financial Services’s Columbus McKinnon CMCO Stock Holding History

Massachusetts Financial Services’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
2017
Q2 		– Sell
-45,122
Closed -$1.12M – 855
2017
Q1 		$1.12M Buy
45,122
+538
+1% +$14.2K ﹤0.01% 739
2016
Q4 		$1.21M Sell
44,584
-175,498
-80% -$3.94M ﹤0.01% 753
2016
Q3 		$3.93M Buy
220,082
+29,739
+16% +$498K ﹤0.01% 674
2016
Q2 		$2.69M Buy
190,343
+8,948
+5% +$138K ﹤0.01% 697
2016
Q1 		$2.86M Buy
181,395
+12,480
+7% +$185K ﹤0.01% 687
2015
Q4 		$3.19M Buy
168,915
+16,598
+11% +$321K ﹤0.01% 686
2015
Q3 		$2.77M Sell
152,317
-39,959
-21% -$837K ﹤0.01% 708
2015
Q2 		$4.81M Sell
192,276
-24,249
-11% -$602K ﹤0.01% 670
2015
Q1 		$5.83M Buy
216,525
+6,977
+3% +$180K ﹤0.01% 655
2014
Q4 		$5.88M Sell
209,548
-26,288
-11% -$684K ﹤0.01% 652
2014
Q3 		$5.19M Buy
235,836
+5,543
+2% +$140K ﹤0.01% 660
2014
Q2 		$6.23M Buy
230,293
+12,523
+6% +$343K ﹤0.01% 644
2014
Q1 		$5.83M Buy
217,770
+11,760
+6% +$305K ﹤0.01% 614
2013
Q4 		$5.59M Sell
206,010
-52,900
-20% -$1.38M ﹤0.01% 600
2013
Q3 		$6.22M Buy
258,910
+7,300
+3% +$167K ﹤0.01% 589
2013
Q2 		$5.36M Buy
+251,610
New +$4.93M ﹤0.01% 582

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Massachusetts Financial Services's CMCO Position: Q2 2017 in Review

Massachusetts Financial Services sold out of Columbus McKinnon (CMCO) in Q2 2017, closing a stake of 45,122 shares — an estimated $1.12M sold.

Massachusetts Financial Services first reported a position in CMCO in Q2 2013 and held it in 16 quarters. The position peaked at $6.23M in Q2 2014. 124 funds tracked by Wall St. Rank hold CMCO as of Q2 2017.

  • Massachusetts Financial Services reported no remaining Columbus McKinnon position as of Q2 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 45,122 Columbus McKinnon shares in Q2 2017, an estimated $1.12M.
  • Massachusetts Financial Services first reported a position in Columbus McKinnon in Q2 2013 and held it in 16 quarters.
  • Massachusetts Financial Services's Columbus McKinnon position peaked at $6.23M in Q2 2014.
  • 124 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2017.

Based on Massachusetts Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.