WP
DOCU

WMS Partners’s DocuSign DOCU Stock Holding History

WMS Partners’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
Q3 		– Sell
-4,356
Closed -$217K – 225
2019
Q2 		$217K Hold
4,356
– – 0.05% 202
2019
Q1 		$226K Buy
+4,356
New +$222K 0.06% 178

Other funds holding DOCU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

WMS Partners's DOCU Position: Q3 2019 in Review

WMS Partners sold out of DocuSign (DOCU) in Q3 2019, closing a stake of 4,356 shares — an estimated $217K sold.

WMS Partners first reported a position in DOCU in Q1 2019 and held it in 2 quarters. The position peaked at $226K in Q1 2019. 388 funds tracked by Wall St. Rank hold DOCU as of Q3 2019.

  • WMS Partners reported no remaining DocuSign position as of Q3 2019 after selling out during the quarter.
  • WMS Partners sold 4,356 DocuSign shares in Q3 2019, an estimated $217K.
  • WMS Partners first reported a position in DocuSign in Q1 2019 and held it in 2 quarters.
  • WMS Partners's DocuSign position peaked at $226K in Q1 2019.
  • 388 funds tracked by Wall St. Rank held DocuSign as of Q3 2019.

Based on WMS Partners's 13F filing for Q3 2019, filed 7 Nov 2019.