Claro Advisors’s PTC PTC Stock Holding History

Claro 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
2019 Q1	–	Sell	-200	Closed	-$21K	–	746
2018 Q4	$21K	Buy	+200	New	+$17.6K	0.02%	535

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

EIP

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Claro Advisors's PTC Position: Q1 2019 in Review

Claro Advisors sold out of PTC (PTC) in Q1 2019, closing a stake of 200 shares — an estimated $21K sold.

Claro Advisors first reported a position in PTC in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 424 funds tracked by Wall St. Rank hold PTC as of Q1 2019.

Claro Advisors reported no remaining PTC position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 200 PTC shares in Q1 2019, an estimated $21K.
Claro Advisors first reported a position in PTC in Q4 2018 and held it in 1 quarter.
Claro Advisors's PTC position peaked at $21K in Q4 2018.
424 funds tracked by Wall St. Rank held PTC as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.