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
2017 Q2	–	Sell	-1,000	Closed	-$35K	–	4923
2017 Q1	$35K	Buy	+1,000	New	+$79.5K	﹤0.01%	2733

Other funds holding PFPT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.