Wealthspire Advisors (Maryland)’s Commault Systems CVLT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-609	Closed	-$39K	–	815
2019 Q1	$39K	Buy	609 +9	+2%	+$581	﹤0.01%	983
2018 Q4	$35K	Hold	600	–	–	﹤0.01%	994
2018 Q3	$42K	Hold	600	–	–	﹤0.01%	1026
2018 Q2	$40K	Hold	600	–	–	﹤0.01%	1063
2018 Q1	$34K	Hold	600	–	–	﹤0.01%	1123
2017 Q4	$32K	Hold	600	–	–	﹤0.01%	1163
2017 Q3	$36K	Hold	600	–	–	﹤0.01%	1094
2017 Q2	$34K	Hold	600	–	–	﹤0.01%	1083
2017 Q1	$30K	Hold	600	–	–	﹤0.01%	952
2016 Q4	$31K	Hold	600	–	–	﹤0.01%	896
2016 Q3	$32K	Hold	600	–	–	0.01%	908
2016 Q2	$26K	Hold	600	–	–	﹤0.01%	910
2016 Q1	$26K	Hold	600	–	–	﹤0.01%	874
2015 Q4	$24K	Buy	+600	New	+$23.4K	﹤0.01%	914

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CVLT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Commault Systems (CVLT) in Q2 2019, closing a stake of 609 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in CVLT in Q4 2015 and held it in 14 quarters. The position peaked at $42K in Q3 2018. 217 funds tracked by Wall St. Rank hold CVLT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Commault Systems position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 609 Commault Systems shares in Q2 2019, an estimated $39K.
Wealthspire Advisors (Maryland) first reported a position in Commault Systems in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Commault Systems position peaked at $42K in Q3 2018.
217 funds tracked by Wall St. Rank held Commault Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.