Ground Swell Capital’s CVENT, INC. CVT Stock Holding History

Ground Swell Capital’s Portfolio CVT Stock Details CVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-88	Closed	-$3K	–	3084
2014 Q2	$3K	Buy	+88	New	+$2.49K	0.01%	1396

Other funds holding CVT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ground Swell Capital's CVT Position: Q3 2014 in Review

Ground Swell Capital sold out of CVENT, INC. (CVT) in Q3 2014, closing a stake of 88 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in CVT in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 79 funds tracked by Wall St. Rank hold CVT as of Q3 2014.

Ground Swell Capital reported no remaining CVENT, INC. position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 88 CVENT, INC. shares in Q3 2014, an estimated $3K.
Ground Swell Capital first reported a position in CVENT, INC. in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's CVENT, INC. position peaked at $3K in Q2 2014.
79 funds tracked by Wall St. Rank held CVENT, INC. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.