Next Financial Group’s Columbus McKinnon CMCO Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-120	Closed	-$3K	–	825
2020 Q1	$3K	Buy	120 +35	+41%	+$1.16K	﹤0.01%	1816
2019 Q4	$3K	Sell	85 -5	-6%	-$193	﹤0.01%	2065
2019 Q3	$3K	Hold	90	–	–	﹤0.01%	1997
2019 Q2	$4K	Hold	90	–	–	﹤0.01%	1930
2019 Q1	$3K	Buy	90 +85	+1,700%	+$2.96K	﹤0.01%	1358
2018 Q4	$0	Buy	+5	New	+$170	﹤0.01%	1970

Other funds holding CMCO

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Next Financial Group's CMCO Position: Q2 2020 in Review

Next Financial Group sold out of Columbus McKinnon (CMCO) in Q2 2020, closing a stake of 120 shares — an estimated $3K sold.

Next Financial Group first reported a position in CMCO in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2019. 140 funds tracked by Wall St. Rank hold CMCO as of Q2 2020.

Next Financial Group reported no remaining Columbus McKinnon position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 120 Columbus McKinnon shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in Columbus McKinnon in Q4 2018 and held it in 6 quarters.
Next Financial Group's Columbus McKinnon position peaked at $4K in Q2 2019.
140 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.