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MSI Financial Services’s Columbus McKinnon CMCO Stock Holding History

MSI 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
2016
Q4 		– Sell
-4
Closed – – 3846
2016
Q3 		$0 Hold
4
– – ﹤0.01% 3888
2016
Q2 		$0 Hold
4
– – ﹤0.01% 3934
2016
Q1 		$0 Hold
4
– – ﹤0.01% 3969
2015
Q4 		$0 Hold
4
– – ﹤0.01% 3865
2015
Q3 		$0 Buy
+4
New +$84 ﹤0.01% 3185

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return

MSI Financial Services's CMCO Position: Q4 2016 in Review

MSI Financial Services sold out of Columbus McKinnon (CMCO) in Q4 2016, closing a stake of 4 shares.

MSI Financial Services first reported a position in CMCO in Q3 2015 and held it in 5 quarters. The position peaked at $0 in Q3 2016. 129 funds tracked by Wall St. Rank hold CMCO as of Q4 2016.

  • MSI Financial Services reported no remaining Columbus McKinnon position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 4 Columbus McKinnon shares in Q4 2016.
  • MSI Financial Services first reported a position in Columbus McKinnon in Q3 2015 and held it in 5 quarters.
  • MSI Financial Services's Columbus McKinnon position peaked at $0 in Q3 2016.
  • 129 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.