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YorkBridge Wealth Partners’s Cummins CMI Stock Holding History

YorkBridge Wealth Partners’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
-180
Closed -$24K – 765
2018
Q2 		$24K Hold
180
– – 0.01% 486
2018
Q1 		$29K Hold
180
– – 0.01% 440
2017
Q4 		$32K Hold
180
– – 0.02% 420
2017
Q3 		$30K Hold
180
– – 0.02% 438
2017
Q2 		$29K Hold
180
– – 0.02% 442
2017
Q1 		$29K Hold
180
– – 0.02% 437
2016
Q4 		$25K Buy
+180
New +$24.1K 0.01% 441

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's CMI Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Cummins (CMI) in Q3 2018, closing a stake of 180 shares — an estimated $24K sold.

YorkBridge Wealth Partners first reported a position in CMI in Q4 2016 and held it in 7 quarters. The position peaked at $32K in Q4 2017. 939 funds tracked by Wall St. Rank hold CMI as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Cummins position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 180 Cummins shares in Q3 2018, an estimated $24K.
  • YorkBridge Wealth Partners first reported a position in Cummins in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Cummins position peaked at $32K in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Cummins as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.