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Legacy Financial Advisors’s Commault Systems CVLT Stock Holding History

Legacy Financial Advisors’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
2018
Q4 		– Sell
-16
Closed -$1K – 996
2018
Q3 		$1K Hold
16
– – ﹤0.01% 839
2018
Q2 		$1K Buy
+16
New +$1.1K ﹤0.01% 859

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Legacy Financial Advisors's CVLT Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Commault Systems (CVLT) in Q4 2018, closing a stake of 16 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in CVLT in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 208 funds tracked by Wall St. Rank hold CVLT as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Commault Systems position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 16 Commault Systems shares in Q4 2018, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Commault Systems in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Commault Systems position peaked at $1K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Commault Systems as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.