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Selective Wealth Management’s Cummins CMI Stock Holding History

Selective 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
2020
Q3 		– Sell
-27
Closed -$5K – 328
2020
Q2 		$5K Hold
27
– – ﹤0.01% 298
2020
Q1 		$4K Hold
27
– – 0.01% 220
2019
Q4 		$5K Buy
27
+1
+4% +$176 0.01% 212
2019
Q3 		$4K Buy
+26
New +$4.16K 0.01% 236

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Selective Wealth Management's CMI Position: Q3 2020 in Review

Selective Wealth Management sold out of Cummins (CMI) in Q3 2020, closing a stake of 27 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in CMI in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 1,076 funds tracked by Wall St. Rank hold CMI as of Q3 2020.

  • Selective Wealth Management reported no remaining Cummins position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 27 Cummins shares in Q3 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in Cummins in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Cummins position peaked at $5K in Q2 2020.
  • 1,076 funds tracked by Wall St. Rank held Cummins as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.