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Geneva Advisors, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on CRM, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 320,833 CRM shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 320,833 shares
    Change vs previous 13F -1,467 shares

    0.48% of the 13F portfolio, value $27,784,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 322,300 shares
    Change vs previous 13F -3,980 shares

    0.48% of the 13F portfolio, value $26,587,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 326,280 shares
    Change vs previous 13F -336,095 shares

    0.44% of the 13F portfolio, value $22,337,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 662,375 shares
    Change vs previous 13F -8,097 shares

    0.89% of the 13F portfolio, value $47,247,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 670,472 shares
    Change vs previous 13F +19,787 shares

    1.05% of the 13F portfolio, value $53,242,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 650,685 shares
    Change vs previous 13F -172,403 shares

    0.97% of the 13F portfolio, value $48,040,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 823,088 shares
    Change vs previous 13F +219,284 shares

    1.24% of the 13F portfolio, value $64,530,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 603,804 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $41,922,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).