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McKinley Carter Wealth Services’s Cummins CMI Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-900
Closed -$146K – 202
2018
Q1 		$146K Buy
+900
New +$155K 0.05% 185
2014
Q3 		– Sell
-1,300
Closed -$201K – 95
2014
Q2 		$201K Buy
+1,300
New +$197K 0.21% 89

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McKinley Carter Wealth Services's CMI Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Cummins (CMI) in Q2 2018, closing a stake of 900 shares — an estimated $146K sold.

McKinley Carter Wealth Services first reported a position in CMI in Q2 2014 and held it in 2 quarters. The position peaked at $201K in Q2 2014. 926 funds tracked by Wall St. Rank hold CMI as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Cummins position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 900 Cummins shares in Q2 2018, an estimated $146K.
  • McKinley Carter Wealth Services first reported a position in Cummins in Q2 2014 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Cummins position peaked at $201K in Q2 2014.
  • 926 funds tracked by Wall St. Rank held Cummins as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.