EWM
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Executive Wealth Management’s Piper Sandler PIPR Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-16
Closed – – 596
2019
Q2 		$0 Hold
16
– – ﹤0.01% 930
2019
Q1 		$0 Hold
16
– – ﹤0.01% 909
2018
Q4 		$0 Buy
+16
New +$279 ﹤0.01% 901

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Executive Wealth Management's PIPR Position: Q3 2019 in Review

Executive Wealth Management sold out of Piper Sandler (PIPR) in Q3 2019, closing a stake of 16 shares.

Executive Wealth Management first reported a position in PIPR in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 203 funds tracked by Wall St. Rank hold PIPR as of Q3 2019.

  • Executive Wealth Management reported no remaining Piper Sandler position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 16 Piper Sandler shares in Q3 2019.
  • Executive Wealth Management first reported a position in Piper Sandler in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Piper Sandler position peaked at $0 in Q2 2019.
  • 203 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.