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Moneta Group Investment Advisors’s Commault Systems CVLT Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-150
Closed -$5K – 202
2015
Q3 		$5K Buy
+150
New +$5.6K ﹤0.01% 477

Other funds holding CVLT

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Moneta Group Investment Advisors's CVLT Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Commault Systems (CVLT) in Q4 2015, closing a stake of 150 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in CVLT in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 185 funds tracked by Wall St. Rank hold CVLT as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Commault Systems position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 150 Commault Systems shares in Q4 2015, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in Commault Systems in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Commault Systems position peaked at $5K in Q3 2015.
  • 185 funds tracked by Wall St. Rank held Commault Systems as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.