Calton & Associates’s Paylocity PCTY Stock Holding History

Calton & Associates’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 Q1	–	Sell	-113	Closed	-$5K	–	1002
2017 Q4	$5K	Buy	+113	New	+$5.48K	﹤0.01%	1254

Other funds holding PCTY

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calton & Associates's PCTY Position: Q1 2018 in Review

Calton & Associates sold out of Paylocity (PCTY) in Q1 2018, closing a stake of 113 shares — an estimated $5K sold.

Calton & Associates first reported a position in PCTY in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 163 funds tracked by Wall St. Rank hold PCTY as of Q1 2018.

Calton & Associates reported no remaining Paylocity position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 113 Paylocity shares in Q1 2018, an estimated $5K.
Calton & Associates first reported a position in Paylocity in Q4 2017 and held it in 1 quarter.
Calton & Associates's Paylocity position peaked at $5K in Q4 2017.
163 funds tracked by Wall St. Rank held Paylocity as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.