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WealthTrust Axiom’s Columbus McKinnon CMCO Stock Holding History

WealthTrust Axiom’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
2018
Q3 		– Sell
-5,000
Closed -$216K – 233
2018
Q2 		$216K Buy
+5,000
New +$194K 0.08% 193
2017
Q4 		– Sell
-6,000
Closed -$227K – 226
2017
Q3 		$227K Buy
+6,000
New +$183K 0.09% 183
2017
Q2 		– Sell
-8,400
Closed -$208K – 224
2017
Q1 		$208K Sell
8,400
-3,600
-30% -$94.7K 0.08% 205
2016
Q4 		$324K Hold
12,000
– – 0.12% 146
2016
Q3 		$214K Buy
12,000
+2,000
+20% +$33.5K 0.08% 190
2016
Q2 		$141K Hold
10,000
– – 0.05% 203
2016
Q1 		$157K Sell
10,000
-250
-2% -$3.7K 0.06% 197
2015
Q4 		$193K Buy
+10,250
New +$198K 0.08% 191

Other funds holding CMCO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

WealthTrust Axiom's CMCO Position: Q3 2018 in Review

WealthTrust Axiom sold out of Columbus McKinnon (CMCO) in Q3 2018, closing a stake of 5,000 shares — an estimated $216K sold.

WealthTrust Axiom first reported a position in CMCO in Q4 2015 and held it in 8 quarters. The position peaked at $324K in Q4 2016. 161 funds tracked by Wall St. Rank hold CMCO as of Q3 2018.

  • WealthTrust Axiom reported no remaining Columbus McKinnon position as of Q3 2018 after selling out during the quarter.
  • WealthTrust Axiom sold 5,000 Columbus McKinnon shares in Q3 2018, an estimated $216K.
  • WealthTrust Axiom first reported a position in Columbus McKinnon in Q4 2015 and held it in 8 quarters.
  • WealthTrust Axiom's Columbus McKinnon position peaked at $324K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2018.

Based on WealthTrust Axiom's 13F filing for Q3 2018, filed 1 Nov 2018.