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Polaris Wealth Advisory Group’s Cummins CMI Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		– Sell
-16,966
Closed -$2.93M – 155
2019
Q2 		$2.93M Buy
16,966
+5,870
+53% +$961K 0.22% 68
2019
Q1 		$1.8M Buy
11,096
+8,384
+309% +$1.26M 0.14% 83
2018
Q4 		$362K Buy
2,712
+273
+11% +$38.5K 0.03% 114
2018
Q3 		$356K Buy
+2,439
New +$343K 0.02% 120

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Polaris Wealth Advisory Group's CMI Position: Q3 2019 in Review

Polaris Wealth Advisory Group sold out of Cummins (CMI) in Q3 2019, closing a stake of 16,966 shares — an estimated $2.93M sold.

Polaris Wealth Advisory Group first reported a position in CMI in Q3 2018 and held it in 4 quarters. The position peaked at $2.93M in Q2 2019. 1,007 funds tracked by Wall St. Rank hold CMI as of Q3 2019.

  • Polaris Wealth Advisory Group reported no remaining Cummins position as of Q3 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 16,966 Cummins shares in Q3 2019, an estimated $2.93M.
  • Polaris Wealth Advisory Group first reported a position in Cummins in Q3 2018 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Cummins position peaked at $2.93M in Q2 2019.
  • 1,007 funds tracked by Wall St. Rank held Cummins as of Q3 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2019, filed 9 Oct 2019.