WWM
DOCU

Willingdon Wealth Management’s DocuSign DOCU Stock Holding History

Willingdon Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2
Closed – – 416
2019
Q3 		$0 Buy
+2
New +$105 ﹤0.01% 509

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Willingdon Wealth Management's DOCU Position: Q4 2019 in Review

Willingdon Wealth Management sold out of DocuSign (DOCU) in Q4 2019, closing a stake of 2 shares.

Willingdon Wealth Management first reported a position in DOCU in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 453 funds tracked by Wall St. Rank hold DOCU as of Q4 2019.

  • Willingdon Wealth Management reported no remaining DocuSign position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 2 DocuSign shares in Q4 2019.
  • Willingdon Wealth Management first reported a position in DocuSign in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's DocuSign position peaked at $0 in Q3 2019.
  • 453 funds tracked by Wall St. Rank held DocuSign as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.