WFG Advisors’s Columbus McKinnon CMCO Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-4	Closed	–	–	1806
2014 Q4	$0	Buy	+4	New	+$104	﹤0.01%	2093
2014 Q1	–	Sell	-24	Closed	-$1K	–	2021
2013 Q4	$1K	Buy	+24	New	+$627	﹤0.01%	2061

Other funds holding CMCO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BIT

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

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

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

WFG Advisors's CMCO Position: Q1 2015 in Review

WFG Advisors sold out of Columbus McKinnon (CMCO) in Q1 2015, closing a stake of 4 shares.

WFG Advisors first reported a position in CMCO in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 111 funds tracked by Wall St. Rank hold CMCO as of Q1 2015.

WFG Advisors reported no remaining Columbus McKinnon position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 4 Columbus McKinnon shares in Q1 2015.
WFG Advisors first reported a position in Columbus McKinnon in Q4 2013 and held it in 2 quarters.
WFG Advisors's Columbus McKinnon position peaked at $1K in Q4 2013.
111 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.