Plante Moran Financial Advisors’s Commault Systems CVLT Stock Holding History

Plante Moran Financial 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
2017 Q3	–	Sell	-228	Closed	-$13K	–	813
2017 Q2	$13K	Hold	228	–	–	0.01%	523
2017 Q1	$12K	Hold	228	–	–	0.01%	547
2016 Q4	$12K	Hold	228	–	–	0.01%	556
2016 Q3	$12K	Hold	228	–	–	0.01%	567
2016 Q2	$10K	Hold	228	–	–	0.01%	528
2016 Q1	$10K	Hold	228	–	–	0.01%	485
2015 Q4	$9K	Hold	228	–	–	0.01%	591
2015 Q3	$8K	Hold	228	–	–	0.01%	511
2015 Q2	$10K	Hold	228	–	–	0.01%	523
2015 Q1	$10K	Hold	228	–	–	0.01%	514
2014 Q4	$12K	Hold	228	–	–	0.01%	494
2014 Q3	$11K	Hold	228	–	–	0.01%	509
2014 Q2	$11K	Hold	228	–	–	0.01%	499
2014 Q1	$15K	Hold	228	–	–	0.02%	287
2013 Q4	$17K	Hold	228	–	–	0.01%	369
2013 Q3	$20K	Hold	228	–	–	0.01%	283
2013 Q2	$17K	Buy	+228	New	+$16.8K	0.01%	261

Other funds holding CVLT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's CVLT Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Commault Systems (CVLT) in Q3 2017, closing a stake of 228 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in CVLT in Q2 2013 and held it in 17 quarters. The position peaked at $20K in Q3 2013. 211 funds tracked by Wall St. Rank hold CVLT as of Q3 2017.

Plante Moran Financial Advisors reported no remaining Commault Systems position as of Q3 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 228 Commault Systems shares in Q3 2017, an estimated $13K.
Plante Moran Financial Advisors first reported a position in Commault Systems in Q2 2013 and held it in 17 quarters.
Plante Moran Financial Advisors's Commault Systems position peaked at $20K in Q3 2013.
211 funds tracked by Wall St. Rank held Commault Systems as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.