1 member of Congress have disclosed 8 trades in Cardinal Small Cap Value Fund Cl Inst (CCMSX) since 2017: 7 purchases worth about $203.00K and 1 sale worth about $175.00K. The most active was Francis Rooney, with 8 trades. The latest trade was made on Mar 19, 2020.
CCMSX’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought CCMSX, a red one a day they sold; hover for who and how much.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Francis RooneyR-FL | 8 | 7 | 1 | $203.00K | $175.00K | +$28.00K | -174.4% | Feb 14, 2017 | Mar 19, 2020 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Francis RooneyR-FL | CCMSXBrown Advisory- Cardinal Small Cap Vakue Fund Cl Inst | Self | Sell | $100K–$250K | Mar 19, 2020 | Apr 29, 2020 | 41d | +100.8% | -111.9% | |
| Francis RooneyR-FL | CCMSXBrown Advisory - Cardinal Small Cap Value Fund Cl Inst | Self | Buy | $1K–$15K | Dec 21, 2018 | Jan 15, 2019 | 25d | +43.4% | -169.1% | |
| Francis RooneyR-FL | CCMSXBrown Advisory- Cardinal Small Cap Vakue Fund Cl Inst | Self | Buy | $15K–$50K | Jan 30, 2018 | Feb 14, 2018 | 15d | +10.4% | -156.5% | |
| Francis RooneyR-FL | CCMSXBrown Advisory- Cardinal Small Cap Vakue Fund Cl Inet | Self | Buy | $15K–$50K | Feb 1, 2018 | Feb 14, 2018 | 13d | +9.6% | -157.5% | |
| Francis RooneyR-FL | CCMSXBrown Advisory - Cardinal Small Cap Value Fund CI Inst | Self | Buy | $15K–$50K | Dec 20, 2017 | Jan 10, 2018 | 21d | +12.3% | -169.4% | |
| Francis RooneyR-FL | CCMSXBrown Advisory- Cardinal Small Cap Value Fund CI Inst | Self | Buy | $15K–$50K | Dec 29, 2017 | Jan 10, 2018 | 12d | +12.7% | -169.1% | |
| Francis RooneyR-FL | CCMSXCardinal Small Cap Value Fund Cl Inst | Self | Buy | $15K–$50K | Mar 17, 2017 | Apr 25, 2017 | 39d | +19.8% | -197.5% | |
| Francis RooneyR-FL | CCMSXCardinal Small Cap Value Fund Cl Inst | Self | Buy | $15K–$50K | Feb 14, 2017 | Mar 15, 2017 | 29d | +20.1% | -201.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
1 member of Congress have disclosed 8 trades in Cardinal Small Cap Value Fund Cl Inst (CCMSX) since 2017: 7 purchases worth about $203.00K and 1 sale worth about $175.00K. The most active was Francis Rooney, with 8 trades. The latest trade was made on Mar 19, 2020. Most active: Francis Rooney (8).
Since 2017 they have disclosed 7 purchases and 1 sale; by the midpoints of the disclosed ranges, about $203.00K bought and $175.00K sold, a net purchase of $28.00K.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded CCMSX on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.