Hoertkorn Richard Charles’s Paychex PAYX Stock Holding History

Hoertkorn Richard Charles’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
2016 Q4	–	Sell	-500	Closed	-$29K	–	91
2016 Q3	$29K	Hold	500	–	–	0.02%	74
2016 Q2	$30K	Hold	500	–	–	0.02%	74
2016 Q1	$27K	Hold	500	–	–	0.02%	78
2015 Q4	$26K	Hold	500	–	–	0.02%	82
2015 Q3	$24K	Hold	500	–	–	0.02%	81
2015 Q2	$23K	Hold	500	–	–	0.02%	78
2015 Q1	$25K	Hold	500	–	–	0.02%	77
2014 Q4	$23K	Hold	500	–	–	0.02%	79
2014 Q3	$22K	Hold	500	–	–	0.02%	77
2014 Q2	$21K	Hold	500	–	–	0.02%	77
2014 Q1	$21K	Hold	500	–	–	0.02%	74
2013 Q4	$23K	Buy	+500	New	+$21.3K	0.02%	77

Other funds holding PAYX

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hoertkorn Richard Charles's PAYX Position: Q4 2016 in Review

Hoertkorn Richard Charles sold out of Paychex (PAYX) in Q4 2016, closing a stake of 500 shares — an estimated $29K sold.

Hoertkorn Richard Charles first reported a position in PAYX in Q4 2013 and held it in 12 quarters. The position peaked at $30K in Q2 2016. 879 funds tracked by Wall St. Rank hold PAYX as of Q4 2016.

Hoertkorn Richard Charles reported no remaining Paychex position as of Q4 2016 after selling out during the quarter.
Hoertkorn Richard Charles sold 500 Paychex shares in Q4 2016, an estimated $29K.
Hoertkorn Richard Charles first reported a position in Paychex in Q4 2013 and held it in 12 quarters.
Hoertkorn Richard Charles's Paychex position peaked at $30K in Q2 2016.
879 funds tracked by Wall St. Rank held Paychex as of Q4 2016.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2016, filed 11 Jan 2017.