WealthOne’s Cummins CMI Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-452	Closed	-$61K	–	150
2018 Q4	$61K	Buy	+452	New	+$63.8K	0.05%	159

Other funds holding CMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's CMI Position: Q1 2019 in Review

WealthOne sold out of Cummins (CMI) in Q1 2019, closing a stake of 452 shares — an estimated $61K sold.

WealthOne first reported a position in CMI in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 1,050 funds tracked by Wall St. Rank hold CMI as of Q1 2019.

WealthOne reported no remaining Cummins position as of Q1 2019 after selling out during the quarter.
WealthOne sold 452 Cummins shares in Q1 2019, an estimated $61K.
WealthOne first reported a position in Cummins in Q4 2018 and held it in 1 quarter.
WealthOne's Cummins position peaked at $61K in Q4 2018.
1,050 funds tracked by Wall St. Rank held Cummins as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.