Genovese Burford & Brothers Wealth & Retirement Plan Management’s Proofpoint, Inc. PFPT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-228	Closed	-$26K	–	415
2018 Q2	$26K	Hold	228	–	–	0.01%	227
2018 Q1	$26K	Buy	+228	New	+$24.2K	0.01%	224
2017 Q4	–	Sell	-228	Closed	-$19K	–	481
2017 Q3	$19K	Hold	228	–	–	0.01%	234
2017 Q2	$19K	Hold	228	–	–	0.01%	233
2017 Q1	$17K	Hold	228	–	–	0.01%	252
2016 Q4	$17K	Hold	228	–	–	﹤0.01%	270
2016 Q3	$17K	Hold	228	–	–	0.01%	255
2016 Q2	$14K	Hold	228	–	–	0.01%	251
2016 Q1	$12K	Hold	228	–	–	0.01%	247
2015 Q4	$15K	Buy	+228	New	+$15.3K	0.01%	231

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WRF

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's PFPT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Proofpoint, Inc. (PFPT) in Q3 2018, closing a stake of 228 shares — an estimated $26K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PFPT in Q4 2015 and held it in 10 quarters. The position peaked at $26K in Q2 2018. 330 funds tracked by Wall St. Rank hold PFPT as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Proofpoint, Inc. position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 228 Proofpoint, Inc. shares in Q3 2018, an estimated $26K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Proofpoint, Inc. in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Proofpoint, Inc. position peaked at $26K in Q2 2018.
330 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.