VFA
CVLT icon

Valeo Financial Advisors’s Commault Systems CVLT Stock Holding History

Valeo 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
2018
Q2 		– Sell
-88
Closed -$5K – 1638
2018
Q1 		$5K Hold
88
– – ﹤0.01% 1123
2017
Q4 		$5K Hold
88
– – ﹤0.01% 996
2017
Q3 		$5K Buy
+88
New +$5.25K ﹤0.01% 864

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Valeo Financial Advisors's CVLT Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Commault Systems (CVLT) in Q2 2018, closing a stake of 88 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in CVLT in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 217 funds tracked by Wall St. Rank hold CVLT as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Commault Systems position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 88 Commault Systems shares in Q2 2018, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Commault Systems in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Commault Systems position peaked at $5K in Q1 2018.
  • 217 funds tracked by Wall St. Rank held Commault Systems as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.