Measured Wealth Private Client Group’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Measured Wealth Private Client Group’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-6,405	Closed	-$371K	–	213
2019 Q2	$371K	Sell	6,405 -375	-6%	-$20.3K	0.21%	99
2019 Q1	$371K	Buy	6,780 +1,855	+38%	+$103K	0.23%	100
2018 Q4	$248K	Sell	4,925 -2,005	-29%	-$102K	0.22%	76
2018 Q3	$393K	Buy	6,930 +155	+2%	+$8.37K	0.24%	74
2018 Q2	$321K	Buy	+6,775	New	+$316K	0.26%	86

Other funds holding CSOD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Measured Wealth Private Client Group's CSOD Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Cornerstone OnDemand, Inc. (CSOD) in Q3 2019, closing a stake of 6,405 shares — an estimated $371K sold.

Measured Wealth Private Client Group first reported a position in CSOD in Q2 2018 and held it in 5 quarters. The position peaked at $393K in Q3 2018. 200 funds tracked by Wall St. Rank hold CSOD as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Cornerstone OnDemand, Inc. position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 6,405 Cornerstone OnDemand, Inc. shares in Q3 2019, an estimated $371K.
Measured Wealth Private Client Group first reported a position in Cornerstone OnDemand, Inc. in Q2 2018 and held it in 5 quarters.
Measured Wealth Private Client Group's Cornerstone OnDemand, Inc. position peaked at $393K in Q3 2018.
200 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.