RWA
CVT

Ropes Wealth Advisors’s CVENT, INC. CVT Stock Holding History

Ropes Wealth 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
-2,060
Closed -$69K – 558
2015
Q3 		$69K Buy
+2,060
New +$62.3K 0.04% 224

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 $298B AUM 21.96% 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

Ropes Wealth Advisors's CVT Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of CVENT, INC. (CVT) in Q4 2015, closing a stake of 2,060 shares — an estimated $69K sold.

Ropes Wealth Advisors first reported a position in CVT in Q3 2015 and held it in 1 quarter. The position peaked at $69K in Q3 2015. 132 funds tracked by Wall St. Rank hold CVT as of Q4 2015.

  • Ropes Wealth Advisors reported no remaining CVENT, INC. position as of Q4 2015 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,060 CVENT, INC. shares in Q4 2015, an estimated $69K.
  • Ropes Wealth Advisors first reported a position in CVENT, INC. in Q3 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's CVENT, INC. position peaked at $69K in Q3 2015.
  • 132 funds tracked by Wall St. Rank held CVENT, INC. as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.