Capstone Investment Advisors
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Capstone Investment Advisors’s Yext YEXT Stock Holding History

Capstone Investment Advisors’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-27,400
Closed -$329K – 560
2017
Q4 		$329K Buy
27,400
+2,400
+10% +$30.1K 0.01% 349
2017
Q3 		$332K Buy
+25,000
New +$332K 0.01% 381

Other funds holding YEXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capstone Investment Advisors's YEXT Position: Q1 2018 in Review

Capstone Investment Advisors sold out of Yext (YEXT) in Q1 2018, closing a stake of 27,400 shares — an estimated $329K sold.

Capstone Investment Advisors first reported a position in YEXT in Q3 2017 and held it in 2 quarters. The position peaked at $332K in Q3 2017. 81 funds tracked by Wall St. Rank hold YEXT as of Q1 2018.

  • Capstone Investment Advisors reported no remaining Yext position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 27,400 Yext shares in Q1 2018, an estimated $329K.
  • Capstone Investment Advisors first reported a position in Yext in Q3 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's Yext position peaked at $332K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held Yext as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.