Sheets Smith Wealth Management’s Columbus McKinnon CMCO Stock Holding History

Sheets Smith Wealth Management’s Portfolio CMCO Stock Details CMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,354	Closed	-$647K	–	280
2018 Q3	$647K	Buy	16,354 +426	+3%	+$17.8K	0.13%	177
2018 Q2	$691K	Buy	15,928 +417	+3%	+$16.2K	0.16%	153
2018 Q1	$556K	Sell	15,511 -217	-1%	-$8.32K	0.13%	174
2017 Q4	$629K	Buy	15,728 +6,521	+71%	+$250K	0.15%	169
2017 Q3	$349K	Buy	+9,207	New	+$281K	0.09%	225

Other funds holding CMCO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheets Smith Wealth Management's CMCO Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Columbus McKinnon (CMCO) in Q4 2018, closing a stake of 16,354 shares — an estimated $647K sold.

Sheets Smith Wealth Management first reported a position in CMCO in Q3 2017 and held it in 5 quarters. The position peaked at $691K in Q2 2018. 159 funds tracked by Wall St. Rank hold CMCO as of Q4 2018.

Sheets Smith Wealth Management reported no remaining Columbus McKinnon position as of Q4 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 16,354 Columbus McKinnon shares in Q4 2018, an estimated $647K.
Sheets Smith Wealth Management first reported a position in Columbus McKinnon in Q3 2017 and held it in 5 quarters.
Sheets Smith Wealth Management's Columbus McKinnon position peaked at $691K in Q2 2018.
159 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.