CWM
DOCU

Catamount Wealth Management’s DocuSign DOCU Stock Holding History

Catamount Wealth Management’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
2019
Q1 		$5K Hold
100
– – ﹤0.01% 154
2018
Q4 		$5K Sell
100
-550
-85% -$23.1K ﹤0.01% 161
2018
Q3 		$34K Buy
650
+450
+225% +$25.5K 0.02% 98
2018
Q2 		$12K Buy
+200
New +$10.1K 0.01% 137

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Catamount Wealth Management's DOCU Position: Q1 2019 in Review

Catamount Wealth Management held its DocuSign (DOCU) position steady in Q1 2019 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Catamount Wealth Management first reported a position in DOCU in Q2 2018 and has held it in 4 quarters since. The position peaked at $34K in Q3 2018. 347 funds tracked by Wall St. Rank hold DOCU as of Q1 2019.

  • Catamount Wealth Management held 100 shares of DocuSign worth $5K as of Q1 2019.
  • Catamount Wealth Management left its DocuSign share count unchanged in Q1 2019.
  • DocuSign made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #154 holding.
  • Catamount Wealth Management first reported a position in DocuSign in Q2 2018 and has held it in 4 quarters since.
  • Catamount Wealth Management's DocuSign position peaked at $34K in Q3 2018.
  • 347 funds tracked by Wall St. Rank held DocuSign as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.