AIM
PFPT

Assured Investment Management’s Proofpoint, Inc. PFPT Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-18,310
Closed -$2.22M – 1016
2019
Q1 		$2.22M Sell
18,310
-13,873
-43% -$1.52M 0.02% 262
2018
Q4 		$2.7M Buy
+32,183
New +$2.98M 0.08% 295
2017
Q1 		– Sell
-3,655
Closed -$258K – 759
2016
Q4 		$258K Buy
+3,655
New +$275K ﹤0.01% 503

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assured Investment Management's PFPT Position: Q2 2019 in Review

Assured Investment Management sold out of Proofpoint, Inc. (PFPT) in Q2 2019, closing a stake of 18,310 shares — an estimated $2.22M sold.

Assured Investment Management first reported a position in PFPT in Q4 2016 and held it in 3 quarters. The position peaked at $2.7M in Q4 2018. 324 funds tracked by Wall St. Rank hold PFPT as of Q2 2019.

  • Assured Investment Management reported no remaining Proofpoint, Inc. position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 18,310 Proofpoint, Inc. shares in Q2 2019, an estimated $2.22M.
  • Assured Investment Management first reported a position in Proofpoint, Inc. in Q4 2016 and held it in 3 quarters.
  • Assured Investment Management's Proofpoint, Inc. position peaked at $2.7M in Q4 2018.
  • 324 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.