Lucus Advisors’s Commault Systems CVLT Stock Holding History

Lucus 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 Q1	–	Sell	-6,323	Closed	-$332K	–	215
2017 Q4	$332K	Buy	6,323 +636	+11%	+$35.2K	0.48%	114
2017 Q3	$346K	Buy	+5,687	New	+$340K	0.49%	134

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lucus Advisors's CVLT Position: Q1 2018 in Review

Lucus Advisors sold out of Commault Systems (CVLT) in Q1 2018, closing a stake of 6,323 shares — an estimated $332K sold.

Lucus Advisors first reported a position in CVLT in Q3 2017 and held it in 2 quarters. The position peaked at $346K in Q3 2017. 195 funds tracked by Wall St. Rank hold CVLT as of Q1 2018.

Lucus Advisors reported no remaining Commault Systems position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 6,323 Commault Systems shares in Q1 2018, an estimated $332K.
Lucus Advisors first reported a position in Commault Systems in Q3 2017 and held it in 2 quarters.
Lucus Advisors's Commault Systems position peaked at $346K in Q3 2017.
195 funds tracked by Wall St. Rank held Commault Systems as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.