BRWA
CSOD

B. Riley Wealth Advisors’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

B. Riley Wealth Advisors’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
2019
Q2 		– Sell
-5,287
Closed -$290K – 847
2019
Q1 		$290K Buy
5,287
+549
+12% +$30.4K 0.04% 512
2018
Q4 		$239K Buy
+4,738
New +$240K 0.03% 518

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

B. Riley Wealth Advisors's CSOD Position: Q2 2019 in Review

B. Riley Wealth Advisors sold out of Cornerstone OnDemand, Inc. (CSOD) in Q2 2019, closing a stake of 5,287 shares — an estimated $290K sold.

B. Riley Wealth Advisors first reported a position in CSOD in Q4 2018 and held it in 2 quarters. The position peaked at $290K in Q1 2019. 216 funds tracked by Wall St. Rank hold CSOD as of Q2 2019.

  • B. Riley Wealth Advisors reported no remaining Cornerstone OnDemand, Inc. position as of Q2 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,287 Cornerstone OnDemand, Inc. shares in Q2 2019, an estimated $290K.
  • B. Riley Wealth Advisors first reported a position in Cornerstone OnDemand, Inc. in Q4 2018 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Cornerstone OnDemand, Inc. position peaked at $290K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q2 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.