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Weaver C. Barksdale & Associates’s Columbus McKinnon CMCO Stock Holding History

Weaver C. Barksdale & Associates’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
2014
Q4 		– Sell
-105
Closed -$2K – 547
2014
Q3 		$2K Hold
105
– – ﹤0.01% 483
2014
Q2 		$3K Hold
105
– – ﹤0.01% 450
2014
Q1 		$3K Hold
105
– – ﹤0.01% 448
2013
Q4 		$3K Buy
+105
New +$2.74K ﹤0.01% 442

Other funds holding CMCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Weaver C. Barksdale & Associates's CMCO Position: Q4 2014 in Review

Weaver C. Barksdale & Associates sold out of Columbus McKinnon (CMCO) in Q4 2014, closing a stake of 105 shares — an estimated $2K sold.

Weaver C. Barksdale & Associates first reported a position in CMCO in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 115 funds tracked by Wall St. Rank hold CMCO as of Q4 2014.

  • Weaver C. Barksdale & Associates reported no remaining Columbus McKinnon position as of Q4 2014 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 105 Columbus McKinnon shares in Q4 2014, an estimated $2K.
  • Weaver C. Barksdale & Associates first reported a position in Columbus McKinnon in Q4 2013 and held it in 4 quarters.
  • Weaver C. Barksdale & Associates's Columbus McKinnon position peaked at $3K in Q2 2014.
  • 115 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2014.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2014, filed 12 Jan 2015.