Whitney & Co’s Cummins CMI Stock Holding History

Whitney & Co’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
2018 Q3	–	Sell	-18	Closed	-$2K	–	538
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	297
2018 Q1	$3K	Buy	+18	New	+$3.09K	﹤0.01%	281

Other funds holding CMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitney & Co's CMI Position: Q3 2018 in Review

Whitney & Co sold out of Cummins (CMI) in Q3 2018, closing a stake of 18 shares — an estimated $2K sold.

Whitney & Co first reported a position in CMI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 939 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

Whitney & Co reported no remaining Cummins position as of Q3 2018 after selling out during the quarter.
Whitney & Co sold 18 Cummins shares in Q3 2018, an estimated $2K.
Whitney & Co first reported a position in Cummins in Q1 2018 and held it in 2 quarters.
Whitney & Co's Cummins position peaked at $3K in Q1 2018.
939 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.