Creative Planning
PFPT

Creative Planning’s Proofpoint, Inc. PFPT Stock Holding History

Creative Planning’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
Q3 		– Sell
-2,029
Closed -$234K – 2204
2018
Q2 		$234K Sell
2,029
-769
-27% -$93.4K ﹤0.01% 1534
2018
Q1 		$318K Buy
2,798
+525
+23% +$55.7K ﹤0.01% 1318
2017
Q4 		$202K Sell
2,273
-342
-13% -$31K ﹤0.01% 1603
2017
Q3 		$228K Buy
2,615
+383
+17% +$34K ﹤0.01% 1503
2017
Q2 		$194K Buy
2,232
+1,154
+107% +$94.9K ﹤0.01% 1536
2017
Q1 		$80K Buy
1,078
+667
+162% +$53K ﹤0.01% 2115
2016
Q4 		$29K Sell
411
-195
-32% -$14.7K ﹤0.01% 2833
2016
Q3 		$45K Buy
+606
New +$44.7K ﹤0.01% 2450
2016
Q2 		– Sell
-73
Closed -$4K – 4586
2016
Q1 		$4K Buy
+73
New +$3.72K ﹤0.01% 3734
2015
Q4 		– Sell
-250
Closed -$15K – 4656
2015
Q3 		$15K Buy
+250
New +$15.5K ﹤0.01% 2968
2013
Q4 		– Sell
-400
Closed -$13K – 3525
2013
Q3 		$13K Sell
400
-1,000
-71% -$28.1K ﹤0.01% 2331
2013
Q2 		$34K Buy
+1,400
New +$27.2K ﹤0.01% 1608

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Creative Planning's PFPT Position: Q3 2018 in Review

Creative Planning sold out of Proofpoint, Inc. (PFPT) in Q3 2018, closing a stake of 2,029 shares — an estimated $234K sold.

Creative Planning first reported a position in PFPT in Q2 2013 and held it in 12 quarters. The position peaked at $318K in Q1 2018. 330 funds tracked by Wall St. Rank hold PFPT as of Q3 2018.

  • Creative Planning reported no remaining Proofpoint, Inc. position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 2,029 Proofpoint, Inc. shares in Q3 2018, an estimated $234K.
  • Creative Planning first reported a position in Proofpoint, Inc. in Q2 2013 and held it in 12 quarters.
  • Creative Planning's Proofpoint, Inc. position peaked at $318K in Q1 2018.
  • 330 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.