CAC
PFPT

Certified Advisory Corp’s Proofpoint, Inc. PFPT Stock Holding History

Certified Advisory Corp’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
2018
Q1 		– Sell
-69
Closed -$6K – 796
2017
Q4 		$6K Buy
+69
New +$6.26K ﹤0.01% 557

Other funds holding PFPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Certified Advisory Corp's PFPT Position: Q1 2018 in Review

Certified Advisory Corp sold out of Proofpoint, Inc. (PFPT) in Q1 2018, closing a stake of 69 shares — an estimated $6K sold.

Certified Advisory Corp first reported a position in PFPT in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 298 funds tracked by Wall St. Rank hold PFPT as of Q1 2018.

  • Certified Advisory Corp reported no remaining Proofpoint, Inc. position as of Q1 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 69 Proofpoint, Inc. shares in Q1 2018, an estimated $6K.
  • Certified Advisory Corp first reported a position in Proofpoint, Inc. in Q4 2017 and held it in 1 quarter.
  • Certified Advisory Corp's Proofpoint, Inc. position peaked at $6K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.