Simply Money Advisors’s Cummins CMI Stock Holding History

Simply Money Advisors’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
2013 Q3	–	Sell	-20	Closed	-$2K	–	163
2013 Q2	$2K	Buy	+20	New	+$2.27K	﹤0.01%	382

Other funds holding CMI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCM

Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return

Simply Money Advisors's CMI Position: Q3 2013 in Review

Simply Money Advisors sold out of Cummins (CMI) in Q3 2013, closing a stake of 20 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in CMI in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 723 funds tracked by Wall St. Rank hold CMI as of Q3 2013.

Simply Money Advisors reported no remaining Cummins position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 20 Cummins shares in Q3 2013, an estimated $2K.
Simply Money Advisors first reported a position in Cummins in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Cummins position peaked at $2K in Q2 2013.
723 funds tracked by Wall St. Rank held Cummins as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.