IFP Advisors’s CVENT, INC. CVT Stock Holding History

IFP Advisors’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
2016 Q1	–	Sell	-78	Closed	-$3K	–	4137
2015 Q4	$3K	Buy	+78	New	+$2.63K	﹤0.01%	3272

Other funds holding CVT

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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

IHG

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

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

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

IFP Advisors's CVT Position: Q1 2016 in Review

IFP Advisors sold out of CVENT, INC. (CVT) in Q1 2016, closing a stake of 78 shares — an estimated $3K sold.

IFP Advisors first reported a position in CVT in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 118 funds tracked by Wall St. Rank hold CVT as of Q1 2016.

IFP Advisors reported no remaining CVENT, INC. position as of Q1 2016 after selling out during the quarter.
IFP Advisors sold 78 CVENT, INC. shares in Q1 2016, an estimated $3K.
IFP Advisors first reported a position in CVENT, INC. in Q4 2015 and held it in 1 quarter.
IFP Advisors's CVENT, INC. position peaked at $3K in Q4 2015.
118 funds tracked by Wall St. Rank held CVENT, INC. as of Q1 2016.

Based on IFP Advisors's 13F filing for Q1 2016, filed 2 May 2016.