Clear Perspective Advisors’s DocuSign DOCU Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-1,025	Closed	-$51K	–	161
2019 Q2	$51K	Buy	+1,025	New	+$54.7K	0.03%	188

Other funds holding DOCU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Clear Perspective Advisors's DOCU Position: Q3 2019 in Review

Clear Perspective Advisors sold out of DocuSign (DOCU) in Q3 2019, closing a stake of 1,025 shares — an estimated $51K sold.

Clear Perspective Advisors first reported a position in DOCU in Q2 2019 and held it in 1 quarter. The position peaked at $51K in Q2 2019. 388 funds tracked by Wall St. Rank hold DOCU as of Q3 2019.

Clear Perspective Advisors reported no remaining DocuSign position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,025 DocuSign shares in Q3 2019, an estimated $51K.
Clear Perspective Advisors first reported a position in DocuSign in Q2 2019 and held it in 1 quarter.
Clear Perspective Advisors's DocuSign position peaked at $51K in Q2 2019.
388 funds tracked by Wall St. Rank held DocuSign as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.