WealthStone’s Cummins CMI Stock Holding History

WealthStone’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 Q3	–	Sell	-3	Closed	-$514	–	173
2019 Q2	$514	Buy	+3	New	+$491	﹤0.01%	874

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WealthStone's CMI Position: Q3 2019 in Review

WealthStone sold out of Cummins (CMI) in Q3 2019, closing a stake of 3 shares — an estimated $514 sold.

WealthStone first reported a position in CMI in Q2 2019 and held it in 1 quarter. The position peaked at $514 in Q2 2019. 1,007 funds tracked by Wall St. Rank hold CMI as of Q3 2019.

WealthStone reported no remaining Cummins position as of Q3 2019 after selling out during the quarter.
WealthStone sold 3 Cummins shares in Q3 2019, an estimated $514.
WealthStone first reported a position in Cummins in Q2 2019 and held it in 1 quarter.
WealthStone's Cummins position peaked at $514 in Q2 2019.
1,007 funds tracked by Wall St. Rank held Cummins as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.