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RPg Family Wealth Advisory’s Cummins CMI Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-134
Closed -$19.6K – 230
2018
Q3 		$19.6K Buy
+134
New +$18.9K 0.01% 182

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RPg Family Wealth Advisory's CMI Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of Cummins (CMI) in Q4 2018, closing a stake of 134 shares — an estimated $19.6K sold.

RPg Family Wealth Advisory first reported a position in CMI in Q3 2018 and held it in 1 quarter. The position peaked at $19.6K in Q3 2018. 970 funds tracked by Wall St. Rank hold CMI as of Q4 2018.

  • RPg Family Wealth Advisory reported no remaining Cummins position as of Q4 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 134 Cummins shares in Q4 2018, an estimated $19.6K.
  • RPg Family Wealth Advisory first reported a position in Cummins in Q3 2018 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Cummins position peaked at $19.6K in Q3 2018.
  • 970 funds tracked by Wall St. Rank held Cummins as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.