NCM
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Nelson Capital Management’s Cummins CMI Stock Holding History

Nelson Capital Management’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
2016
Q3 		– Sell
-130
Closed -$15K – 253
2016
Q2 		$15K Buy
+130
New +$14.7K 0.01% 195

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Capital Research Global Investors
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Hotchkis & Wiley Capital Management
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
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AIG
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Bank of New York Mellon
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Nelson Capital Management's CMI Position: Q3 2016 in Review

Nelson Capital Management sold out of Cummins (CMI) in Q3 2016, closing a stake of 130 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in CMI in Q2 2016 and held it in 1 quarter. The position peaked at $15K in Q2 2016. 774 funds tracked by Wall St. Rank hold CMI as of Q3 2016.

  • Nelson Capital Management reported no remaining Cummins position as of Q3 2016 after selling out during the quarter.
  • Nelson Capital Management sold 130 Cummins shares in Q3 2016, an estimated $15K.
  • Nelson Capital Management first reported a position in Cummins in Q2 2016 and held it in 1 quarter.
  • Nelson Capital Management's Cummins position peaked at $15K in Q2 2016.
  • 774 funds tracked by Wall St. Rank held Cummins as of Q3 2016.

Based on Nelson Capital Management's 13F filing for Q3 2016, filed 27 Oct 2016.