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Rothschild & Co Wealth Management (UK)’s Cummins CMI Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2015
Q2 		– Sell
-3,300
Closed -$458K – 65
2015
Q1 		$458K Buy
+3,300
New +$465K 0.05% 31

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BIT
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MAA
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Rothschild & Co Wealth Management (UK)'s CMI Position: Q2 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Cummins (CMI) in Q2 2015, closing a stake of 3,300 shares — an estimated $458K sold.

Rothschild & Co Wealth Management (UK) first reported a position in CMI in Q1 2015 and held it in 1 quarter. The position peaked at $458K in Q1 2015. 819 funds tracked by Wall St. Rank hold CMI as of Q2 2015.

  • Rothschild & Co Wealth Management (UK) reported no remaining Cummins position as of Q2 2015 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 3,300 Cummins shares in Q2 2015, an estimated $458K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Cummins in Q1 2015 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Cummins position peaked at $458K in Q1 2015.
  • 819 funds tracked by Wall St. Rank held Cummins as of Q2 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2015, filed 19 Dec 2019.