UFA
CMI icon

US Financial Advisors’s Cummins CMI Stock Holding History

US 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
2016
Q1 		– Sell
-140
Closed -$12K – 492
2015
Q4 		$12K Buy
140
+102
+268% +$10.2K 0.01% 294
2015
Q3 		$4K Hold
38
– – 0.01% 318
2015
Q2 		$5K Sell
38
-102
-73% -$14K ﹤0.01% 281
2015
Q1 		$19K Hold
140
– – 0.02% 196
2014
Q4 		$20K Buy
+140
New +$19.8K 0.02% 182

Other funds holding CMI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's CMI Position: Q1 2016 in Review

US Financial Advisors sold out of Cummins (CMI) in Q1 2016, closing a stake of 140 shares — an estimated $12K sold.

US Financial Advisors first reported a position in CMI in Q4 2014 and held it in 5 quarters. The position peaked at $20K in Q4 2014. 773 funds tracked by Wall St. Rank hold CMI as of Q1 2016.

  • US Financial Advisors reported no remaining Cummins position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 140 Cummins shares in Q1 2016, an estimated $12K.
  • US Financial Advisors first reported a position in Cummins in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Cummins position peaked at $20K in Q4 2014.
  • 773 funds tracked by Wall St. Rank held Cummins as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.