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 Q1	–	Sell	-700	Closed	-$59K	–	1574
2018 Q4	$59K	Buy	700 +300	+75%	+$27.8K	0.01%	515
2018 Q3	$43K	Buy	+400	New	+$46.5K	0.01%	678
2018 Q2	–	Sell	-400	Closed	-$45K	–	1572
2018 Q1	$45K	Buy	+400	New	+$42.4K	0.01%	641

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.