CMO
PFPT

Covenant Multifamily Offices’s Proofpoint, Inc. PFPT Stock Holding History

Covenant Multifamily Offices’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
-300
Closed -$27K – 137
2017
Q4 		$27K Buy
+300
New +$27.2K 0.02% 86

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

Covenant Multifamily Offices's PFPT Position: Q1 2018 in Review

Covenant Multifamily Offices sold out of Proofpoint, Inc. (PFPT) in Q1 2018, closing a stake of 300 shares — an estimated $27K sold.

Covenant Multifamily Offices first reported a position in PFPT in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 298 funds tracked by Wall St. Rank hold PFPT as of Q1 2018.

  • Covenant Multifamily Offices reported no remaining Proofpoint, Inc. position as of Q1 2018 after selling out during the quarter.
  • Covenant Multifamily Offices sold 300 Proofpoint, Inc. shares in Q1 2018, an estimated $27K.
  • Covenant Multifamily Offices first reported a position in Proofpoint, Inc. in Q4 2017 and held it in 1 quarter.
  • Covenant Multifamily Offices's Proofpoint, Inc. position peaked at $27K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q1 2018.

Based on Covenant Multifamily Offices's 13F filing for Q1 2018, filed 23 Apr 2018.