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Retirement Planning Company of New England’s Cummins CMI Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-41
Closed -$8K – 333
2021
Q4 		$8K Buy
+41
New +$9.34K ﹤0.01% 685

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Company of New England's CMI Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Cummins (CMI) in Q1 2022, closing a stake of 41 shares — an estimated $8K sold.

Retirement Planning Company of New England first reported a position in CMI in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold CMI as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Cummins position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 41 Cummins shares in Q1 2022, an estimated $8K.
  • Retirement Planning Company of New England first reported a position in Cummins in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Cummins position peaked at $8K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Cummins as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.