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Avantax Planning Partners’s Commault Systems CVLT Stock Holding History

Avantax Planning Partners’s Portfolio CVLT Stock Details CVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-114
Closed -$7K – 503
2018
Q1 		$7K Buy
+114
New +$6.14K ﹤0.01% 1186

Other funds holding CVLT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Avantax Planning Partners's CVLT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Commault Systems (CVLT) in Q2 2018, closing a stake of 114 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in CVLT in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 217 funds tracked by Wall St. Rank hold CVLT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Commault Systems position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 114 Commault Systems shares in Q2 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Commault Systems in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Commault Systems position peaked at $7K in Q1 2018.
  • 217 funds tracked by Wall St. Rank held Commault Systems as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.