Avantax Planning Partners’s Paylocity PCTY Stock Holding History

Avantax Planning Partners’s Portfolio PCTY Stock Details PCTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-79	Closed	-$4K	–	1113
2018 Q1	$4K	Buy	+79	New	+$3.91K	﹤0.01%	1434

Other funds holding PCTY

ASP

Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Planning Partners's PCTY Position: Q2 2018 in Review

Avantax Planning Partners sold out of Paylocity (PCTY) in Q2 2018, closing a stake of 79 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in PCTY in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 170 funds tracked by Wall St. Rank hold PCTY as of Q2 2018.

Avantax Planning Partners reported no remaining Paylocity position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 79 Paylocity shares in Q2 2018, an estimated $4K.
Avantax Planning Partners first reported a position in Paylocity in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Paylocity position peaked at $4K in Q1 2018.
170 funds tracked by Wall St. Rank held Paylocity as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.