DT
ECOM

Diversified Trust’s CHANNELADVISOR CORPORATION ECOM Stock Holding History

Diversified Trust’s Portfolio ECOM Stock Details ECOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$683K Buy
16,384
+5,580
+52% +$207K 0.07% 256
2013
Q3 		$396K Buy
+10,804
New +$285K 0.04% 355

Other funds holding ECOM

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SCM
Sigma Capital Management Stamford, Connecticut $1.95B AUM 42.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Diversified Trust's ECOM Position: Q4 2013 in Review

Diversified Trust increased its CHANNELADVISOR CORPORATION (ECOM) stake by 52% in Q4 2013, buying an estimated $207K and bringing the position to 16,384 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #256.

Diversified Trust first reported a position in ECOM in Q3 2013 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold ECOM as of Q4 2013.

  • Diversified Trust held 16,384 shares of CHANNELADVISOR CORPORATION worth $683K as of Q4 2013.
  • Diversified Trust bought 5,580 CHANNELADVISOR CORPORATION shares in Q4 2013, an estimated $207K.
  • CHANNELADVISOR CORPORATION made up 0.07% of Diversified Trust's portfolio in Q4 2013, its #256 holding.
  • Diversified Trust first reported a position in CHANNELADVISOR CORPORATION in Q3 2013 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held CHANNELADVISOR CORPORATION as of Q4 2013.

Based on Diversified Trust's 13F filing for Q4 2013, filed 10 Feb 2014.