Gradient Investments’s inContact, Inc. SAAS Stock Holding History

Gradient Investments’s Portfolio SAAS Stock Details SAAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-36,393	Closed	-$324K	–	828
2016 Q1	$324K	Sell	36,393 -14,704	-29%	-$130K	0.04%	140
2015 Q4	$487K	Sell	51,097 -3,747	-7%	-$32.6K	0.06%	123
2015 Q3	$412K	Sell	54,844 -3,650	-6%	-$30.1K	0.06%	120
2015 Q2	$577K	Buy	+58,494	New	+$599K	0.08%	119

Other funds holding SAAS

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Gradient Investments's SAAS Position: Q2 2016 in Review

Gradient Investments sold out of inContact, Inc. (SAAS) in Q2 2016, closing a stake of 36,393 shares — an estimated $324K sold.

Gradient Investments first reported a position in SAAS in Q2 2015 and held it in 4 quarters. The position peaked at $577K in Q2 2015. 145 funds tracked by Wall St. Rank hold SAAS as of Q2 2016.

Gradient Investments reported no remaining inContact, Inc. position as of Q2 2016 after selling out during the quarter.
Gradient Investments sold 36,393 inContact, Inc. shares in Q2 2016, an estimated $324K.
Gradient Investments first reported a position in inContact, Inc. in Q2 2015 and held it in 4 quarters.
Gradient Investments's inContact, Inc. position peaked at $577K in Q2 2015.
145 funds tracked by Wall St. Rank held inContact, Inc. as of Q2 2016.

Based on Gradient Investments's 13F filing for Q2 2016, filed 14 Jul 2016.