Kanaly Trust’s Commault Systems CVLT Stock Holding History

Kanaly Trust’s Portfolio CVLT Stock Details CVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-88	Closed	-$5K	–	924
2016 Q3	$5K	Buy	88 +1	+1%	+$50	﹤0.01%	634
2016 Q2	$4K	Buy	+87	New	+$3.84K	﹤0.01%	668

Other funds holding CVLT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kanaly Trust's CVLT Position: Q4 2016 in Review

Kanaly Trust sold out of Commault Systems (CVLT) in Q4 2016, closing a stake of 88 shares — an estimated $5K sold.

Kanaly Trust first reported a position in CVLT in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 242 funds tracked by Wall St. Rank hold CVLT as of Q4 2016.

Kanaly Trust reported no remaining Commault Systems position as of Q4 2016 after selling out during the quarter.
Kanaly Trust sold 88 Commault Systems shares in Q4 2016, an estimated $5K.
Kanaly Trust first reported a position in Commault Systems in Q2 2016 and held it in 2 quarters.
Kanaly Trust's Commault Systems position peaked at $5K in Q3 2016.
242 funds tracked by Wall St. Rank held Commault Systems as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.