PMFA
CSOD

Plante Moran Financial Advisors’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Plante Moran Financial 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
2016
Q3 		– Sell
-70
Closed -$3K – 1013
2016
Q2 		$3K Buy
70
+15
+27% +$558 ﹤0.01% 762
2016
Q1 		$2K Buy
+55
New +$1.66K ﹤0.01% 771

Other funds holding CSOD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Plante Moran Financial Advisors's CSOD Position: Q3 2016 in Review

Plante Moran Financial Advisors sold out of Cornerstone OnDemand, Inc. (CSOD) in Q3 2016, closing a stake of 70 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in CSOD in Q1 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2016. 198 funds tracked by Wall St. Rank hold CSOD as of Q3 2016.

  • Plante Moran Financial Advisors reported no remaining Cornerstone OnDemand, Inc. position as of Q3 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 70 Cornerstone OnDemand, Inc. shares in Q3 2016, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Cornerstone OnDemand, Inc. in Q1 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Cornerstone OnDemand, Inc. position peaked at $3K in Q2 2016.
  • 198 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q3 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.