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Point View Wealth Management’s Cummins CMI Stock Holding History

Point View Wealth 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
2019
Q2 		– Sell
-1,276
Closed -$201K – 275
2019
Q1 		$201K Buy
+1,276
New +$191K 0.09% 241
2018
Q4 		– Sell
-1,606
Closed -$235K – 258
2018
Q3 		$235K Buy
+1,606
New +$226K 0.1% 225

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Point View Wealth Management's CMI Position: Q2 2019 in Review

Point View Wealth Management sold out of Cummins (CMI) in Q2 2019, closing a stake of 1,276 shares — an estimated $201K sold.

Point View Wealth Management first reported a position in CMI in Q3 2018 and held it in 2 quarters. The position peaked at $235K in Q3 2018. 1,073 funds tracked by Wall St. Rank hold CMI as of Q2 2019.

  • Point View Wealth Management reported no remaining Cummins position as of Q2 2019 after selling out during the quarter.
  • Point View Wealth Management sold 1,276 Cummins shares in Q2 2019, an estimated $201K.
  • Point View Wealth Management first reported a position in Cummins in Q3 2018 and held it in 2 quarters.
  • Point View Wealth Management's Cummins position peaked at $235K in Q3 2018.
  • 1,073 funds tracked by Wall St. Rank held Cummins as of Q2 2019.

Based on Point View Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.