CFA
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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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM