BKS Advisors’s DocuSign DOCU Stock Holding History

BKS Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,500	Closed	-$236K	–	209
2018 Q3	$236K	Buy	+4,500	New	+$255K	0.09%	186

Other funds holding DOCU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

BCPEM

Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BKS Advisors's DOCU Position: Q4 2018 in Review

BKS Advisors sold out of DocuSign (DOCU) in Q4 2018, closing a stake of 4,500 shares — an estimated $236K sold.

BKS Advisors first reported a position in DOCU in Q3 2018 and held it in 1 quarter. The position peaked at $236K in Q3 2018. 259 funds tracked by Wall St. Rank hold DOCU as of Q4 2018.

BKS Advisors reported no remaining DocuSign position as of Q4 2018 after selling out during the quarter.
BKS Advisors sold 4,500 DocuSign shares in Q4 2018, an estimated $236K.
BKS Advisors first reported a position in DocuSign in Q3 2018 and held it in 1 quarter.
BKS Advisors's DocuSign position peaked at $236K in Q3 2018.
259 funds tracked by Wall St. Rank held DocuSign as of Q4 2018.

Based on BKS Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.