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LBA Wealth Management’s Commault Systems CVLT Stock Holding History

LBA Wealth Management’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
-500
Closed -$27K – 456
2016
Q3 		$27K Buy
+500
New +$25.1K 0.02% 244

Other funds holding CVLT

Vanguard Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LBA Wealth Management's CVLT Position: Q4 2016 in Review

LBA Wealth Management sold out of Commault Systems (CVLT) in Q4 2016, closing a stake of 500 shares — an estimated $27K sold.

LBA Wealth Management first reported a position in CVLT in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 242 funds tracked by Wall St. Rank hold CVLT as of Q4 2016.

  • LBA Wealth Management reported no remaining Commault Systems position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 500 Commault Systems shares in Q4 2016, an estimated $27K.
  • LBA Wealth Management first reported a position in Commault Systems in Q3 2016 and held it in 1 quarter.
  • LBA Wealth Management's Commault Systems position peaked at $27K in Q3 2016.
  • 242 funds tracked by Wall St. Rank held Commault Systems as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.