Advisory Research’s Cavium, Inc. CAVM Stock Holding History

Advisory Research’s Portfolio CAVM Stock Details CAVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-48,551	Closed	-$3.2M	–	462
2017 Q3	$3.2M	Sell	48,551 -4,454	-8%	-$282K	0.05%	179
2017 Q2	$3.29M	Sell	53,005 -90,780	-63%	-$6.34M	0.05%	180
2017 Q1	$10.3M	Buy	143,785 +25,182	+21%	+$1.69M	0.15%	105
2016 Q4	$7.41M	Buy	+118,603	New	+$6.85M	0.11%	110

Other funds holding CAVM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Advisory Research's CAVM Position: Q4 2017 in Review

Advisory Research sold out of Cavium, Inc. (CAVM) in Q4 2017, closing a stake of 48,551 shares — an estimated $3.2M sold.

Advisory Research first reported a position in CAVM in Q4 2016 and held it in 4 quarters. The position peaked at $10.3M in Q1 2017. 264 funds tracked by Wall St. Rank hold CAVM as of Q4 2017.

Advisory Research reported no remaining Cavium, Inc. position as of Q4 2017 after selling out during the quarter.
Advisory Research sold 48,551 Cavium, Inc. shares in Q4 2017, an estimated $3.2M.
Advisory Research first reported a position in Cavium, Inc. in Q4 2016 and held it in 4 quarters.
Advisory Research's Cavium, Inc. position peaked at $10.3M in Q1 2017.
264 funds tracked by Wall St. Rank held Cavium, Inc. as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.