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CT Financial Advisors’s PayPal PYPL Stock Holding History

CT Financial Advisors’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$67.3K Sell
1,565
-200
-11% -$8.37K 0.04% 245
2016
Q4 		$69.7K Hold
1,765
– – 0.04% 232
2016
Q3 		$72.3K Hold
1,765
– – 0.04% 228
2016
Q2 		$64.4K Sell
1,765
-1,200
-40% -$45.9K 0.04% 241
2016
Q1 		$114K Hold
2,965
– – 0.06% 200
2015
Q4 		$107K Hold
2,965
– – 0.06% 201
2015
Q3 		$92K Buy
+2,965
New +$106K 0.06% 218

Other funds holding PYPL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

CT Financial Advisors reduced its PayPal (PYPL) stake by 11% in Q1 2017, selling an estimated $8.37K and leaving 1,565 shares worth $67.3K. The position accounts for 0.04% of the portfolio, ranked #245.

CT Financial Advisors first reported a position in PYPL in Q3 2015 and has held it in 7 quarters since. The position peaked at $114K in Q1 2016. 1,068 funds tracked by Wall St. Rank hold PYPL as of Q1 2017.

  • CT Financial Advisors held 1,565 shares of PayPal worth $67.3K as of Q1 2017.
  • CT Financial Advisors sold 200 PayPal shares in Q1 2017, an estimated $8.37K.
  • PayPal made up 0.04% of CT Financial Advisors's portfolio in Q1 2017, its #245 holding.
  • CT Financial Advisors first reported a position in PayPal in Q3 2015 and has held it in 7 quarters since.
  • CT Financial Advisors's PayPal position peaked at $114K in Q1 2016.
  • 1,068 funds tracked by Wall St. Rank held PayPal as of Q1 2017.

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