Avantax Planning Partners’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Avantax Planning Partners’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-149	Closed	-$8K	–	1334
2018 Q3	$8K	Buy	+149	New	+$8.04K	﹤0.01%	955
2018 Q2	–	Sell	-425	Closed	-$17K	–	1667
2018 Q1	$17K	Buy	+425	New	+$17.3K	﹤0.01%	850

Other funds holding CSOD

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

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Avantax Planning Partners's CSOD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Cornerstone OnDemand, Inc. (CSOD) in Q4 2018, closing a stake of 149 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in CSOD in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 219 funds tracked by Wall St. Rank hold CSOD as of Q4 2018.

Avantax Planning Partners reported no remaining Cornerstone OnDemand, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 149 Cornerstone OnDemand, Inc. shares in Q4 2018, an estimated $8K.
Avantax Planning Partners first reported a position in Cornerstone OnDemand, Inc. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Cornerstone OnDemand, Inc. position peaked at $17K in Q1 2018.
219 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.