Wunderlich Capital Managemnt’s Cummins CMI Stock Holding History

Wunderlich Capital Managemnt’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
2015 Q4	–	Sell	-8,871	Closed	-$963K	–	96
2015 Q3	$963K	Buy	8,871 +86	+1%	+$10.6K	0.89%	61
2015 Q2	$1.15M	Buy	8,785 +106	+1%	+$14.6K	1.12%	46
2015 Q1	$1.2M	Buy	8,679 +45	+0.5%	+$6.34K	1.08%	48
2014 Q4	$1.24M	Buy	8,634 +379	+5%	+$53.6K	1.05%	53
2014 Q3	$1.08M	Buy	8,255 +152	+2%	+$21.9K	0.97%	69
2014 Q2	$1.25M	Buy	8,103 +18	+0.2%	+$2.72K	1.14%	42
2014 Q1	$1.2M	Buy	+8,085	New	+$1.12M	1.13%	43

Other funds holding CMI

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

BIT

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

AIG

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wunderlich Capital Managemnt's CMI Position: Q4 2015 in Review

Wunderlich Capital Managemnt sold out of Cummins (CMI) in Q4 2015, closing a stake of 8,871 shares — an estimated $963K sold.

Wunderlich Capital Managemnt first reported a position in CMI in Q1 2014 and held it in 7 quarters. The position peaked at $1.25M in Q2 2014. 753 funds tracked by Wall St. Rank hold CMI as of Q4 2015.

Wunderlich Capital Managemnt reported no remaining Cummins position as of Q4 2015 after selling out during the quarter.
Wunderlich Capital Managemnt sold 8,871 Cummins shares in Q4 2015, an estimated $963K.
Wunderlich Capital Managemnt first reported a position in Cummins in Q1 2014 and held it in 7 quarters.
Wunderlich Capital Managemnt's Cummins position peaked at $1.25M in Q2 2014.
753 funds tracked by Wall St. Rank held Cummins as of Q4 2015.

Based on Wunderlich Capital Managemnt's 13F filing for Q4 2015, filed 16 Feb 2016.