PMFA
CVT

Plante Moran Financial Advisors’s CVENT, INC. CVT Stock Holding History

Plante Moran Financial Advisors’s Portfolio CVT Stock Details CVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-188
Closed -$6K – 1027
2015
Q3 		$6K Hold
188
– – ﹤0.01% 570
2015
Q2 		$5K Buy
188
+138
+276% +$3.76K ﹤0.01% 632
2015
Q1 		$1K Hold
50
– – ﹤0.01% 711
2014
Q4 		$1K Hold
50
– – ﹤0.01% 801
2014
Q3 		$1K Buy
+50
New +$1.32K ﹤0.01% 782

Other funds holding CVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Plante Moran Financial Advisors's CVT Position: Q4 2015 in Review

Plante Moran Financial Advisors sold out of CVENT, INC. (CVT) in Q4 2015, closing a stake of 188 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in CVT in Q3 2014 and held it in 5 quarters. The position peaked at $6K in Q3 2015. 132 funds tracked by Wall St. Rank hold CVT as of Q4 2015.

  • Plante Moran Financial Advisors reported no remaining CVENT, INC. position as of Q4 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 188 CVENT, INC. shares in Q4 2015, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in CVENT, INC. in Q3 2014 and held it in 5 quarters.
  • Plante Moran Financial Advisors's CVENT, INC. position peaked at $6K in Q3 2015.
  • 132 funds tracked by Wall St. Rank held CVENT, INC. as of Q4 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.