O'Brien Wealth Partners’s Cummins CMI Stock Holding History

O'Brien Wealth Partners’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	-20	Closed	-$3K	–	114
2018 Q1	$3K	Buy	+20	New	+$3.44K	﹤0.01%	155

Other funds holding CMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Brien Wealth Partners's CMI Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Cummins (CMI) in Q2 2018, closing a stake of 20 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in CMI in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 926 funds tracked by Wall St. Rank hold CMI as of Q2 2018.

O'Brien Wealth Partners reported no remaining Cummins position as of Q2 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 20 Cummins shares in Q2 2018, an estimated $3K.
O'Brien Wealth Partners first reported a position in Cummins in Q1 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Cummins position peaked at $3K in Q1 2018.
926 funds tracked by Wall St. Rank held Cummins as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.