MYIA
CSOD

Mount Yale Investment Advisors’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-459
Closed -$23K – 870
2018
Q3 		$23K Buy
+459
New +$24.8K ﹤0.01% 754

Other funds holding CSOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Mount Yale Investment Advisors's CSOD Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Cornerstone OnDemand, Inc. (CSOD) in Q4 2018, closing a stake of 459 shares — an estimated $23K sold.

Mount Yale Investment Advisors first reported a position in CSOD in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 219 funds tracked by Wall St. Rank hold CSOD as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Cornerstone OnDemand, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 459 Cornerstone OnDemand, Inc. shares in Q4 2018, an estimated $23K.
  • Mount Yale Investment Advisors first reported a position in Cornerstone OnDemand, Inc. in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Cornerstone OnDemand, Inc. position peaked at $23K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.