SSWM
CMCO icon

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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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 $1.8B AUM 36.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return