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Wolf Group Capital Advisors’s Cummins CMI Stock Holding History

Wolf Group Capital 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
2014
Q1 		– Sell
-2,005
Closed -$283K – 94
2013
Q4 		$283K Buy
+2,005
New +$266K 0.23% 93

Other funds holding CMI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wolf Group Capital Advisors's CMI Position: Q1 2014 in Review

Wolf Group Capital Advisors sold out of Cummins (CMI) in Q1 2014, closing a stake of 2,005 shares — an estimated $283K sold.

Wolf Group Capital Advisors first reported a position in CMI in Q4 2013 and held it in 1 quarter. The position peaked at $283K in Q4 2013. 777 funds tracked by Wall St. Rank hold CMI as of Q1 2014.

  • Wolf Group Capital Advisors reported no remaining Cummins position as of Q1 2014 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 2,005 Cummins shares in Q1 2014, an estimated $283K.
  • Wolf Group Capital Advisors first reported a position in Cummins in Q4 2013 and held it in 1 quarter.
  • Wolf Group Capital Advisors's Cummins position peaked at $283K in Q4 2013.
  • 777 funds tracked by Wall St. Rank held Cummins as of Q1 2014.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.