Elite Wealth Management’s Paychex PAYX Stock Holding History

Elite Wealth Management’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
2014 Q4	–	Sell	-375	Closed	-$17K	–	343
2014 Q3	$17K	Hold	375	–	–	0.02%	212
2014 Q2	$16K	Hold	375	–	–	0.02%	193
2014 Q1	$16K	Sell	375 -325	-46%	-$13.8K	0.01%	213
2013 Q4	$32K	Buy	700 +325	+87%	+$13.9K	0.02%	213
2013 Q3	$15K	Hold	375	–	–	0.01%	275
2013 Q2	$14K	Buy	+375	New	+$13.8K	0.02%	201

Other funds holding PAYX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elite Wealth Management's PAYX Position: Q4 2014 in Review

Elite Wealth Management sold out of Paychex (PAYX) in Q4 2014, closing a stake of 375 shares — an estimated $17K sold.

Elite Wealth Management first reported a position in PAYX in Q2 2013 and held it in 6 quarters. The position peaked at $32K in Q4 2013. 754 funds tracked by Wall St. Rank hold PAYX as of Q4 2014.

Elite Wealth Management reported no remaining Paychex position as of Q4 2014 after selling out during the quarter.
Elite Wealth Management sold 375 Paychex shares in Q4 2014, an estimated $17K.
Elite Wealth Management first reported a position in Paychex in Q2 2013 and held it in 6 quarters.
Elite Wealth Management's Paychex position peaked at $32K in Q4 2013.
754 funds tracked by Wall St. Rank held Paychex as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.