CFA
PFPT

Clarfeld Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Clarfeld Financial 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
2018
Q4 		$12K Buy
+137
New +$12.7K 0.01% 211

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Clarfeld Financial Advisors's PFPT Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Proofpoint, Inc. (PFPT) in Q4 2018: 137 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

298 funds tracked by Wall St. Rank hold PFPT as of Q4 2018.

  • Clarfeld Financial Advisors held 137 shares of Proofpoint, Inc. worth $12K as of Q4 2018.
  • Proofpoint, Inc. was a new Clarfeld Financial Advisors position in Q4 2018.
  • Proofpoint, Inc. made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #211 holding.
  • 298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.