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Evercore Wealth Management’s Paylocity PCTY Stock Holding History

Evercore Wealth Management’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-202
Closed -$9K – 935
2017
Q2 		$9K Buy
+202
New +$8.81K ﹤0.01% 838

Other funds holding PCTY

ASP
Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Evercore Wealth Management's PCTY Position: Q3 2017 in Review

Evercore Wealth Management sold out of Paylocity (PCTY) in Q3 2017, closing a stake of 202 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in PCTY in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 150 funds tracked by Wall St. Rank hold PCTY as of Q3 2017.

  • Evercore Wealth Management reported no remaining Paylocity position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 202 Paylocity shares in Q3 2017, an estimated $9K.
  • Evercore Wealth Management first reported a position in Paylocity in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Paylocity position peaked at $9K in Q2 2017.
  • 150 funds tracked by Wall St. Rank held Paylocity as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.