Fusion Family Wealth’s Paychex PAYX Stock Holding History

Fusion Family Wealth’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
2017 Q1	–	Sell	-300	Closed	-$18K	–	391
2016 Q4	$18K	Buy	+300	New	+$17.3K	0.01%	195

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fusion Family Wealth's PAYX Position: Q1 2017 in Review

Fusion Family Wealth sold out of Paychex (PAYX) in Q1 2017, closing a stake of 300 shares — an estimated $18K sold.

Fusion Family Wealth first reported a position in PAYX in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 877 funds tracked by Wall St. Rank hold PAYX as of Q1 2017.

Fusion Family Wealth reported no remaining Paychex position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 300 Paychex shares in Q1 2017, an estimated $18K.
Fusion Family Wealth first reported a position in Paychex in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Paychex position peaked at $18K in Q4 2016.
877 funds tracked by Wall St. Rank held Paychex as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.