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TFS Capital’s Columbus McKinnon CMCO Stock Holding History

TFS Capital’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
2017
Q1 		– Sell
-13,263
Closed -$359K – 689
2016
Q4 		$359K Buy
+13,263
New +$298K 0.1% 367
2016
Q3 		– Sell
-45,822
Closed -$648K – 778
2016
Q2 		$648K Sell
45,822
-59,354
-56% -$917K 0.12% 304
2016
Q1 		$1.66M Buy
+105,176
New +$1.56M 0.24% 108
2015
Q4 		– Sell
-10,624
Closed -$193K – 767
2015
Q3 		$193K Sell
10,624
-3,547
-25% -$74.3K 0.02% 744
2015
Q2 		$354K Sell
14,171
-1,083
-7% -$26.9K 0.03% 632
2015
Q1 		$411K Buy
15,254
+4,765
+45% +$123K 0.04% 607
2014
Q4 		$294K Sell
10,489
-5,395
-34% -$140K 0.03% 727
2014
Q3 		$349K Buy
15,884
+4,968
+46% +$125K 0.03% 705
2014
Q2 		$295K Sell
10,916
-12,008
-52% -$329K 0.02% 834
2014
Q1 		$614K Buy
22,924
+11,026
+93% +$286K 0.04% 652
2013
Q4 		$323K Sell
11,898
-29,877
-72% -$780K 0.02% 1051
2013
Q3 		$1M Sell
41,775
-10,841
-21% -$249K 0.05% 576
2013
Q2 		$1.12M Buy
+52,616
New +$1.03M 0.05% 561

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFS Capital's CMCO Position: Q1 2017 in Review

TFS Capital sold out of Columbus McKinnon (CMCO) in Q1 2017, closing a stake of 13,263 shares — an estimated $359K sold.

TFS Capital first reported a position in CMCO in Q2 2013 and held it in 13 quarters. The position peaked at $1.66M in Q1 2016. 133 funds tracked by Wall St. Rank hold CMCO as of Q1 2017.

  • TFS Capital reported no remaining Columbus McKinnon position as of Q1 2017 after selling out during the quarter.
  • TFS Capital sold 13,263 Columbus McKinnon shares in Q1 2017, an estimated $359K.
  • TFS Capital first reported a position in Columbus McKinnon in Q2 2013 and held it in 13 quarters.
  • TFS Capital's Columbus McKinnon position peaked at $1.66M in Q1 2016.
  • 133 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2017.

Based on TFS Capital's 13F filing for Q1 2017, filed 5 May 2017.