Gradient Investments’s Proofpoint, Inc. PFPT Stock Holding History

Gradient Investments’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 Q4	–	Sell	-133	Closed	-$14K	–	1140
2018 Q3	$14K	Hold	133	–	–	﹤0.01%	574
2018 Q2	$15K	Hold	133	–	–	﹤0.01%	546
2018 Q1	$15K	Hold	133	–	–	﹤0.01%	549
2017 Q4	$12K	Buy	+133	New	+$12.1K	﹤0.01%	570
2017 Q3	–	Sell	-133	Closed	-$12K	–	782
2017 Q2	$12K	Hold	133	–	–	﹤0.01%	458
2017 Q1	$10K	Hold	133	–	–	﹤0.01%	520
2016 Q4	$9K	Hold	133	–	–	﹤0.01%	474
2016 Q3	$10K	Sell	133 -5,641	-98%	-$416K	﹤0.01%	465
2016 Q2	$364K	Buy	+5,774	New	+$330K	0.04%	135

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

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

TCIM

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

WRF

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

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

Gradient Investments's PFPT Position: Q4 2018 in Review

Gradient Investments sold out of Proofpoint, Inc. (PFPT) in Q4 2018, closing a stake of 133 shares — an estimated $14K sold.

Gradient Investments first reported a position in PFPT in Q2 2016 and held it in 9 quarters. The position peaked at $364K in Q2 2016. 298 funds tracked by Wall St. Rank hold PFPT as of Q4 2018.

Gradient Investments reported no remaining Proofpoint, Inc. position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 133 Proofpoint, Inc. shares in Q4 2018, an estimated $14K.
Gradient Investments first reported a position in Proofpoint, Inc. in Q2 2016 and held it in 9 quarters.
Gradient Investments's Proofpoint, Inc. position peaked at $364K in Q2 2016.
298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.