Financial Architects (New Jersey)’s Proofpoint, Inc. PFPT Stock Holding History

Financial Architects (New Jersey)’s Portfolio PFPT Stock Details PFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-241	Closed	-$29K	–	1550
2019 Q1	$29K	Hold	241	–	–	﹤0.01%	778
2018 Q4	$20K	Hold	241	–	–	﹤0.01%	808
2018 Q3	$26K	Hold	241	–	–	﹤0.01%	858
2018 Q2	$28K	Buy	241 +100	+71%	+$12.1K	0.01%	726
2018 Q1	$16K	Hold	141	–	–	﹤0.01%	957
2017 Q4	$13K	Sell	141 -443	-76%	-$40.2K	﹤0.01%	1085
2017 Q3	$51K	Buy	584 +400	+217%	+$35.6K	0.01%	677
2017 Q2	$16K	Sell	184 -155	-46%	-$12.8K	﹤0.01%	1030
2017 Q1	$25K	Hold	339	–	–	﹤0.01%	875
2016 Q4	$24K	Buy	339 +55	+19%	+$4.14K	0.01%	801
2016 Q3	$21K	Buy	284 +184	+184%	+$13.6K	0.01%	838
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	1097
2016 Q1	$5K	Buy	+100	New	+$5.1K	﹤0.01%	917

Other funds holding PFPT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Financial Architects (New Jersey)'s PFPT Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Proofpoint, Inc. (PFPT) in Q2 2019, closing a stake of 241 shares — an estimated $29K sold.

Financial Architects (New Jersey) first reported a position in PFPT in Q1 2016 and held it in 13 quarters. The position peaked at $51K in Q3 2017. 324 funds tracked by Wall St. Rank hold PFPT as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Proofpoint, Inc. position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 241 Proofpoint, Inc. shares in Q2 2019, an estimated $29K.
Financial Architects (New Jersey) first reported a position in Proofpoint, Inc. in Q1 2016 and held it in 13 quarters.
Financial Architects (New Jersey)'s Proofpoint, Inc. position peaked at $51K in Q3 2017.
324 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.