Northwest Wealth Management’s Columbus McKinnon CMCO Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-324	Closed	-$11K	–	172
2019 Q1	$11K	Hold	324	–	–	0.01%	334
2018 Q4	$10K	Hold	324	–	–	0.01%	323
2018 Q3	$13K	Hold	324	–	–	0.01%	332
2018 Q2	$14K	Hold	324	–	–	0.01%	318
2018 Q1	$12K	Buy	+324	New	+$12.4K	0.01%	333

Other funds holding CMCO

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

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

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

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

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

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

ACB

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

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Northwest Wealth Management's CMCO Position: Q2 2019 in Review

Northwest Wealth Management sold out of Columbus McKinnon (CMCO) in Q2 2019, closing a stake of 324 shares — an estimated $11K sold.

Northwest Wealth Management first reported a position in CMCO in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q2 2018. 166 funds tracked by Wall St. Rank hold CMCO as of Q2 2019.

Northwest Wealth Management reported no remaining Columbus McKinnon position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 324 Columbus McKinnon shares in Q2 2019, an estimated $11K.
Northwest Wealth Management first reported a position in Columbus McKinnon in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Columbus McKinnon position peaked at $14K in Q2 2018.
166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.