CA
PFPT

CapWealth Advisors’s Proofpoint, Inc. PFPT Stock Holding History

CapWealth 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
2014
Q2 		– Sell
-350
Closed -$13K – 394
2014
Q1 		$13K Buy
+350
New +$13.7K ﹤0.01% 226

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

CapWealth Advisors's PFPT Position: Q2 2014 in Review

CapWealth Advisors sold out of Proofpoint, Inc. (PFPT) in Q2 2014, closing a stake of 350 shares — an estimated $13K sold.

CapWealth Advisors first reported a position in PFPT in Q1 2014 and held it in 1 quarter. The position peaked at $13K in Q1 2014. 149 funds tracked by Wall St. Rank hold PFPT as of Q2 2014.

  • CapWealth Advisors reported no remaining Proofpoint, Inc. position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 350 Proofpoint, Inc. shares in Q2 2014, an estimated $13K.
  • CapWealth Advisors first reported a position in Proofpoint, Inc. in Q1 2014 and held it in 1 quarter.
  • CapWealth Advisors's Proofpoint, Inc. position peaked at $13K in Q1 2014.
  • 149 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.