B. Riley Wealth Advisors’s PTC PTC Stock Holding History

B. Riley Wealth Advisors’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,779	Closed	-$297K	–	721
2018 Q3	$297K	Buy	+2,779	New	+$272K	0.04%	499

Other funds holding PTC

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

B. Riley Wealth Advisors's PTC Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of PTC (PTC) in Q4 2018, closing a stake of 2,779 shares — an estimated $297K sold.

B. Riley Wealth Advisors first reported a position in PTC in Q3 2018 and held it in 1 quarter. The position peaked at $297K in Q3 2018. 407 funds tracked by Wall St. Rank hold PTC as of Q4 2018.

B. Riley Wealth Advisors reported no remaining PTC position as of Q4 2018 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,779 PTC shares in Q4 2018, an estimated $297K.
B. Riley Wealth Advisors first reported a position in PTC in Q3 2018 and held it in 1 quarter.
B. Riley Wealth Advisors's PTC position peaked at $297K in Q3 2018.
407 funds tracked by Wall St. Rank held PTC as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.