CAW
DOCU

Cornerstone Advisors (Washington)’s DocuSign DOCU Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$588K Sell
2,733
-570
-17% -$118K 0.06% 36
2020
Q2 		$569K Buy
3,303
+164
+5% +$20.7K 0.06% 34
2020
Q1 		$290K Buy
3,139
+148
+5% +$11.9K 0.04% 55
2019
Q4 		$222K Buy
2,991
+8
+0.3% +$550 0.03% 90
2019
Q3 		$185K Buy
2,983
+65
+2% +$3.4K 0.02% 96
2019
Q2 		$145K Hold
2,918
– – 0.01% 195
2019
Q1 		$151K Buy
2,918
+1,390
+91% +$70.9K 0.01% 173
2018
Q4 		$61K Buy
+1,528
New +$64.2K 0.01% 258

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cornerstone Advisors (Washington)'s DOCU Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its DocuSign (DOCU) stake by 17% in Q3 2020, selling an estimated $118K and leaving 2,733 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #36.

Cornerstone Advisors (Washington) first reported a position in DOCU in Q4 2018 and has held it in 8 quarters since. 850 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

  • Cornerstone Advisors (Washington) held 2,733 shares of DocuSign worth $588K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 570 DocuSign shares in Q3 2020, an estimated $118K.
  • DocuSign made up 0.06% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #36 holding.
  • Cornerstone Advisors (Washington) first reported a position in DocuSign in Q4 2018 and has held it in 8 quarters since.
  • 850 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.