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Stoneridge Investment Partners’s Columbus McKinnon CMCO Stock Holding History

Stoneridge Investment Partners’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
2014
Q3 		– Sell
-17,146
Closed -$464K – 251
2014
Q2 		$464K Sell
17,146
-600
-3% -$16.4K 0.07% 177
2014
Q1 		$475K Sell
17,746
-800
-4% -$20.7K 0.09% 126
2013
Q4 		$503K Sell
18,546
-100
-0.5% -$2.61K 0.1% 115
2013
Q3 		$448K Buy
+18,646
New +$428K 0.1% 121

Other funds holding CMCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stoneridge Investment Partners's CMCO Position: Q3 2014 in Review

Stoneridge Investment Partners sold out of Columbus McKinnon (CMCO) in Q3 2014, closing a stake of 17,146 shares — an estimated $464K sold.

Stoneridge Investment Partners first reported a position in CMCO in Q3 2013 and held it in 4 quarters. The position peaked at $503K in Q4 2013. 110 funds tracked by Wall St. Rank hold CMCO as of Q3 2014.

  • Stoneridge Investment Partners reported no remaining Columbus McKinnon position as of Q3 2014 after selling out during the quarter.
  • Stoneridge Investment Partners sold 17,146 Columbus McKinnon shares in Q3 2014, an estimated $464K.
  • Stoneridge Investment Partners first reported a position in Columbus McKinnon in Q3 2013 and held it in 4 quarters.
  • Stoneridge Investment Partners's Columbus McKinnon position peaked at $503K in Q4 2013.
  • 110 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2014.

Based on Stoneridge Investment Partners's 13F filing for Q3 2014, filed 22 Oct 2014.