UFA
CTCT

US Financial Advisors’s CONSTANT CONTACT, INC COM CTCT Stock Holding History

US Financial Advisors’s Portfolio CTCT Stock Details CTCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-400
Closed -$15K – 585
2015
Q1 		$15K Hold
400
– – 0.01% 228
2014
Q4 		$15K Buy
+400
New +$13.1K 0.01% 217

Other funds holding CTCT

DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's CTCT Position: Q2 2015 in Review

US Financial Advisors sold out of CONSTANT CONTACT, INC COM (CTCT) in Q2 2015, closing a stake of 400 shares — an estimated $15K sold.

US Financial Advisors first reported a position in CTCT in Q4 2014 and held it in 2 quarters. The position peaked at $15K in Q1 2015. 167 funds tracked by Wall St. Rank hold CTCT as of Q2 2015.

  • US Financial Advisors reported no remaining CONSTANT CONTACT, INC COM position as of Q2 2015 after selling out during the quarter.
  • US Financial Advisors sold 400 CONSTANT CONTACT, INC COM shares in Q2 2015, an estimated $15K.
  • US Financial Advisors first reported a position in CONSTANT CONTACT, INC COM in Q4 2014 and held it in 2 quarters.
  • US Financial Advisors's CONSTANT CONTACT, INC COM position peaked at $15K in Q1 2015.
  • 167 funds tracked by Wall St. Rank held CONSTANT CONTACT, INC COM as of Q2 2015.

Based on US Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.