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WFG Advisors’s Cummins CMI Stock Holding History

WFG Advisors’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
2017
Q2 		– Sell
-700
Closed -$106K – 1563
2017
Q1 		$106K Sell
700
-908
-56% -$134K 0.03% 465
2016
Q4 		$220K Sell
1,608
-100
-6% -$13.4K 0.05% 356
2016
Q3 		$219K Hold
1,708
– – 0.05% 346
2016
Q2 		$192K Buy
1,708
+200
+13% +$22.7K 0.05% 353
2016
Q1 		$166K Buy
1,508
+108
+8% +$10.4K 0.05% 343
2015
Q4 		$123K Buy
1,400
+1,392
+17,400% +$139K 0.04% 417
2015
Q3 		$1K Hold
8
– – ﹤0.01% 1481
2015
Q2 		$1K Buy
+8
New +$1.1K ﹤0.01% 1552
2015
Q1 		– Sell
-1,160
Closed -$167K – 1807
2014
Q4 		$167K Buy
1,160
+937
+420% +$133K 0.03% 483
2014
Q3 		$29K Hold
223
– – 0.01% 1134
2014
Q2 		$34K Hold
223
– – 0.01% 1058
2014
Q1 		$33K Buy
223
+62
+39% +$8.62K 0.01% 1061
2013
Q4 		$23K Sell
161
-159
-50% -$21.1K ﹤0.01% 1292
2013
Q3 		$43K Buy
320
+175
+121% +$21.6K 0.01% 985
2013
Q2 		$16K Buy
+145
New +$16.5K ﹤0.01% 1282

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's CMI Position: Q2 2017 in Review

WFG Advisors sold out of Cummins (CMI) in Q2 2017, closing a stake of 700 shares — an estimated $106K sold.

WFG Advisors first reported a position in CMI in Q2 2013 and held it in 15 quarters. The position peaked at $220K in Q4 2016. 879 funds tracked by Wall St. Rank hold CMI as of Q2 2017.

  • WFG Advisors reported no remaining Cummins position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 700 Cummins shares in Q2 2017, an estimated $106K.
  • WFG Advisors first reported a position in Cummins in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Cummins position peaked at $220K in Q4 2016.
  • 879 funds tracked by Wall St. Rank held Cummins as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.