1834 Investment Advisors’s Proofpoint, Inc. PFPT Stock Holding History

1834 Investment Advisors’s Portfolio PFPT Stock Details PFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-201	Closed	-$23K	–	475
2018 Q1	$23K	Sell	201 -25	-11%	-$2.65K	﹤0.01%	340
2017 Q4	$20K	Buy	+226	New	+$20.5K	﹤0.01%	365

Other funds holding PFPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

1834 Investment Advisors's PFPT Position: Q2 2018 in Review

1834 Investment Advisors sold out of Proofpoint, Inc. (PFPT) in Q2 2018, closing a stake of 201 shares — an estimated $23K sold.

1834 Investment Advisors first reported a position in PFPT in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 336 funds tracked by Wall St. Rank hold PFPT as of Q2 2018.

1834 Investment Advisors reported no remaining Proofpoint, Inc. position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 201 Proofpoint, Inc. shares in Q2 2018, an estimated $23K.
1834 Investment Advisors first reported a position in Proofpoint, Inc. in Q4 2017 and held it in 2 quarters.
1834 Investment Advisors's Proofpoint, Inc. position peaked at $23K in Q1 2018.
336 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.