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Staton Financial Advisors’s Cummins CMI Stock Holding History

Staton Financial 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
2017
Q2 		$2.75M Sell
16,931
-761
-4% -$118K 2.33% 25
2017
Q1 		$2.67M Sell
17,692
-265
-1% -$39.2K 2.3% 24
2016
Q4 		$2.45M Buy
17,957
+447
+3% +$59.8K 2.21% 24
2016
Q3 		$2.24M Buy
17,510
+1,125
+7% +$137K 2.06% 26
2016
Q2 		$1.84M Buy
16,385
+2,883
+21% +$327K 1.69% 27
2016
Q1 		$1.48M Buy
13,502
+8,077
+149% +$781K 1.42% 28
2015
Q4 		$477K Buy
+5,425
New +$542K 0.49% 34

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM