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Domani Wealth’s Paychex PAYX Stock Holding History

Domani Wealth’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,797
Closed -$226K – 120
2016
Q2 		$226K Sell
3,797
-258
-6% -$13.8K 0.09% 101
2016
Q1 		$219K Sell
4,055
-93
-2% -$4.68K 0.08% 108
2015
Q4 		$219K Buy
+4,148
New +$217K 0.09% 110

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Domani Wealth's PAYX Position: Q3 2016 in Review

Domani Wealth sold out of Paychex (PAYX) in Q3 2016, closing a stake of 3,797 shares — an estimated $226K sold.

Domani Wealth first reported a position in PAYX in Q4 2015 and held it in 3 quarters. The position peaked at $226K in Q2 2016. 841 funds tracked by Wall St. Rank hold PAYX as of Q3 2016.

  • Domani Wealth reported no remaining Paychex position as of Q3 2016 after selling out during the quarter.
  • Domani Wealth sold 3,797 Paychex shares in Q3 2016, an estimated $226K.
  • Domani Wealth first reported a position in Paychex in Q4 2015 and held it in 3 quarters.
  • Domani Wealth's Paychex position peaked at $226K in Q2 2016.
  • 841 funds tracked by Wall St. Rank held Paychex as of Q3 2016.

Based on Domani Wealth's 13F filing for Q3 2016, filed 4 Nov 2016.