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Cabot Wealth Management’s Commault Systems CVLT Stock Holding History

Cabot Wealth Management’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
2014
Q1 		– Sell
-53,459
Closed -$4M – 147
2013
Q4 		$4M Buy
53,459
+20,857
+64% +$1.63M 1.05% 34
2013
Q3 		$2.87M Sell
32,602
-120
-0.4% -$10.1K 0.86% 56
2013
Q2 		$2.48M Buy
+32,722
New +$2.41M 0.85% 44

Other funds holding CVLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cabot Wealth Management's CVLT Position: Q1 2014 in Review

Cabot Wealth Management sold out of Commault Systems (CVLT) in Q1 2014, closing a stake of 53,459 shares — an estimated $4M sold.

Cabot Wealth Management first reported a position in CVLT in Q2 2013 and held it in 3 quarters. The position peaked at $4M in Q4 2013. 214 funds tracked by Wall St. Rank hold CVLT as of Q1 2014.

  • Cabot Wealth Management reported no remaining Commault Systems position as of Q1 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 53,459 Commault Systems shares in Q1 2014, an estimated $4M.
  • Cabot Wealth Management first reported a position in Commault Systems in Q2 2013 and held it in 3 quarters.
  • Cabot Wealth Management's Commault Systems position peaked at $4M in Q4 2013.
  • 214 funds tracked by Wall St. Rank held Commault Systems as of Q1 2014.

Based on Cabot Wealth Management's 13F filing for Q1 2014, filed 14 Apr 2014.