Taylor Wealth Management Partners’s Cummins CMI Stock Holding History

Taylor Wealth Management Partners’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
2015 Q3	–	Sell	-250	Closed	-$33K	–	163
2015 Q2	$33K	Hold	250	–	–	0.01%	108
2015 Q1	$35K	Buy	+250	New	+$35.2K	0.01%	92

Other funds holding CMI

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BIT

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

Norges Bank Oslo, Norway $935B AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Taylor Wealth Management Partners's CMI Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Cummins (CMI) in Q3 2015, closing a stake of 250 shares — an estimated $33K sold.

Taylor Wealth Management Partners first reported a position in CMI in Q1 2015 and held it in 2 quarters. The position peaked at $35K in Q1 2015. 780 funds tracked by Wall St. Rank hold CMI as of Q3 2015.

Taylor Wealth Management Partners reported no remaining Cummins position as of Q3 2015 after selling out during the quarter.
Taylor Wealth Management Partners sold 250 Cummins shares in Q3 2015, an estimated $33K.
Taylor Wealth Management Partners first reported a position in Cummins in Q1 2015 and held it in 2 quarters.
Taylor Wealth Management Partners's Cummins position peaked at $35K in Q1 2015.
780 funds tracked by Wall St. Rank held Cummins as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.