W
CMI icon

Wealthfront’s Cummins CMI Stock Holding History

Wealthfront’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
2018
Q3 		$450K Buy
3,079
+241
+8% +$33.9K ﹤0.01% 395
2018
Q2 		$377K Sell
2,838
-844
-23% -$126K ﹤0.01% 405
2018
Q1 		$597K Sell
3,682
-120
-3% -$20.6K 0.01% 357
2017
Q4 		$672K Buy
3,802
+134
+4% +$22.9K 0.01% 295
2017
Q3 		$616K Sell
3,668
-216
-6% -$35K 0.01% 287
2017
Q2 		$630K Buy
3,884
+290
+8% +$45K 0.01% 228
2017
Q1 		$543K Buy
3,594
+408
+13% +$60.4K 0.01% 213
2016
Q4 		$435K Buy
3,186
+611
+24% +$81.8K 0.01% 220
2016
Q3 		$330K Buy
2,575
+211
+9% +$25.6K 0.01% 257
2016
Q2 		$266K Buy
2,364
+422
+22% +$47.8K 0.01% 283
2016
Q1 		$214K Buy
+1,942
New +$188K 0.01% 303
2015
Q4 		– Sell
-950
Closed -$103K – 421
2015
Q3 		$103K Sell
950
-41
-4% -$5.06K ﹤0.01% 404
2015
Q2 		$130K Sell
991
-172
-15% -$23.7K 0.01% 358
2015
Q1 		$161K Sell
1,163
-34
-3% -$4.79K 0.01% 286
2014
Q4 		$173K Buy
1,197
+931
+350% +$132K 0.01% 252
2014
Q3 		$35K Sell
266
-269
-50% -$38.8K ﹤0.01% 466
2014
Q2 		$84K Buy
535
+253
+90% +$38.3K 0.01% 262
2014
Q1 		$42K Buy
+282
New +$39.2K 0.01% 303

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthfront's CMI Position: Q3 2018 in Review

Wealthfront increased its Cummins (CMI) stake by 8.5% in Q3 2018, buying an estimated $33.9K and bringing the position to 3,079 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Wealthfront first reported a position in CMI in Q1 2014 and has held it in 18 quarters since. The position peaked at $672K in Q4 2017. 940 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

  • Wealthfront held 3,079 shares of Cummins worth $450K as of Q3 2018.
  • Wealthfront bought 241 Cummins shares in Q3 2018, an estimated $33.9K.
  • Cummins made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #395 holding.
  • Wealthfront first reported a position in Cummins in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Cummins position peaked at $672K in Q4 2017.
  • 940 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.