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Pathway Financial Advisors’s Cummins CMI Stock Holding History

Pathway Financial Advisors’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
Q3 		– Sell
-561
Closed -$75K – 149
2018
Q2 		$75K Hold
561
– – 0.04% 189
2018
Q1 		$91K Hold
561
– – 0.05% 176
2017
Q4 		$99K Buy
+561
New +$95.9K 0.06% 163

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathway Financial Advisors's CMI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Cummins (CMI) in Q3 2018, closing a stake of 561 shares — an estimated $75K sold.

Pathway Financial Advisors first reported a position in CMI in Q4 2017 and held it in 3 quarters. The position peaked at $99K in Q4 2017. 939 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Cummins position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 561 Cummins shares in Q3 2018, an estimated $75K.
  • Pathway Financial Advisors first reported a position in Cummins in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Cummins position peaked at $99K in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.