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Geneva Advisors’s Paylocity PCTY Stock Holding History

Geneva Advisors’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
Q2 		$1.15M Buy
+25,477
New +$1.11M 0.02% 336

Other funds holding PCTY

ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Geneva Advisors's PCTY Position: Q2 2017 in Review

Geneva Advisors opened a new position in Paylocity (PCTY) in Q2 2017: 25,477 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

149 funds tracked by Wall St. Rank hold PCTY as of Q2 2017.

  • Geneva Advisors held 25,477 shares of Paylocity worth $1.15M as of Q2 2017.
  • Paylocity was a new Geneva Advisors position in Q2 2017.
  • Paylocity made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #336 holding.
  • 149 funds tracked by Wall St. Rank held Paylocity as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.