West Oak Capital’s Cummins CMI Stock Holding History

West Oak Capital’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
2016 Q4	–	Sell	-27	Closed	-$3.46K	–	351
2016 Q3	$3.46K	Buy	+27	New	+$3.28K	﹤0.01%	335

Other funds holding CMI

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

West Oak Capital's CMI Position: Q4 2016 in Review

West Oak Capital sold out of Cummins (CMI) in Q4 2016, closing a stake of 27 shares — an estimated $3.46K sold.

West Oak Capital first reported a position in CMI in Q3 2016 and held it in 1 quarter. The position peaked at $3.46K in Q3 2016. 848 funds tracked by Wall St. Rank hold CMI as of Q4 2016.

West Oak Capital reported no remaining Cummins position as of Q4 2016 after selling out during the quarter.
West Oak Capital sold 27 Cummins shares in Q4 2016, an estimated $3.46K.
West Oak Capital first reported a position in Cummins in Q3 2016 and held it in 1 quarter.
West Oak Capital's Cummins position peaked at $3.46K in Q3 2016.
848 funds tracked by Wall St. Rank held Cummins as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.