Howe & Rusling’s Proofpoint, Inc. PFPT Stock Holding History

Howe & Rusling’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	-10	Closed	-$1K	–	928
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	840
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	798
2018 Q1	$1K	Buy	+10	New	+$1.06K	﹤0.01%	910

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

Howe & Rusling's PFPT Position: Q4 2018 in Review

Howe & Rusling sold out of Proofpoint, Inc. (PFPT) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Howe & Rusling first reported a position in PFPT in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 298 funds tracked by Wall St. Rank hold PFPT as of Q4 2018.

Howe & Rusling reported no remaining Proofpoint, Inc. position as of Q4 2018 after selling out during the quarter.
Howe & Rusling sold 10 Proofpoint, Inc. shares in Q4 2018, an estimated $1K.
Howe & Rusling first reported a position in Proofpoint, Inc. in Q1 2018 and held it in 3 quarters.
Howe & Rusling's Proofpoint, Inc. position peaked at $1K in Q3 2018.
298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2018.

Based on Howe & Rusling's 13F filing for Q4 2018, filed 4 Feb 2019.