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CT Financial Advisors’s Piper Sandler PIPR Stock Holding History

CT Financial Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$255 Hold
16
– – ﹤0.01% 621
2016
Q4 		$290 Hold
16
– – ﹤0.01% 619
2016
Q3 		$193 Hold
16
– – ﹤0.01% 619
2016
Q2 		$151 Hold
16
– – ﹤0.01% 628
2016
Q1 		$199 Hold
16
– – ﹤0.01% 616
2015
Q4 		$162 Hold
16
– – ﹤0.01% 620
2015
Q3 		$145 Hold
16
– – ﹤0.01% 632
2015
Q2 		$175 Hold
16
– – ﹤0.01% 620
2015
Q1 		$210 Hold
16
– – ﹤0.01% 608
2014
Q4 		$232 Buy
+16
New +$220 ﹤0.01% 509
2014
Q1 		$210 Buy
+16
New +$163 ﹤0.01% 608

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CT Financial Advisors's PIPR Position: Q1 2017 in Review

CT Financial Advisors held its Piper Sandler (PIPR) position steady in Q1 2017 at 16 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #621.

CT Financial Advisors first reported a position in PIPR in Q1 2014 and has held it in 11 quarters since. The position peaked at $290 in Q4 2016. 201 funds tracked by Wall St. Rank hold PIPR as of Q1 2017.

  • CT Financial Advisors held 16 shares of Piper Sandler worth $255 as of Q1 2017.
  • CT Financial Advisors left its Piper Sandler share count unchanged in Q1 2017.
  • Piper Sandler made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #621 holding.
  • CT Financial Advisors first reported a position in Piper Sandler in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Piper Sandler position peaked at $290 in Q4 2016.
  • 201 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.