IFP Advisors’s Party City Holdco Inc. PRTY Stock Holding History

IFP Advisors’s Portfolio PRTY Stock Details PRTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-15,576	Closed	-$158K	–	3642
2018 Q4	$158K	Sell	15,576 -1,600	-9%	-$17.4K	0.01%	970
2018 Q3	$233K	Buy	17,176 +616	+4%	+$9.44K	0.01%	998
2018 Q2	$253K	Sell	16,560 -4,440	-21%	-$68.2K	0.01%	948
2018 Q1	$293K	Hold	21,000	–	–	0.01%	834
2017 Q4	$293K	Sell	21,000 -5,508	-21%	-$67.8K	0.01%	835
2017 Q3	$359K	Hold	26,508	–	–	0.01%	839
2017 Q2	$415K	Sell	26,508 -460	-2%	-$7.09K	0.02%	752
2017 Q1	$379K	Sell	26,968 -100	-0.4%	-$1.44K	0.02%	803
2016 Q4	$384K	Buy	27,068 +2,618	+11%	+$42.6K	0.02%	742
2016 Q3	$419K	Buy	24,450 +4,450	+22%	+$73.9K	0.02%	636
2016 Q2	$278K	Buy	+20,000	New	+$276K	0.02%	823
2016 Q1	–	Sell	-23,005	Closed	-$297K	–	3633
2015 Q4	$297K	Buy	+23,005	New	+$331K	0.02%	670

Other funds holding PRTY

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IFP Advisors's PRTY Position: Q1 2019 in Review

IFP Advisors sold out of Party City Holdco Inc. (PRTY) in Q1 2019, closing a stake of 15,576 shares — an estimated $158K sold.

IFP Advisors first reported a position in PRTY in Q4 2015 and held it in 12 quarters. The position peaked at $419K in Q3 2016. 142 funds tracked by Wall St. Rank hold PRTY as of Q1 2019.

IFP Advisors reported no remaining Party City Holdco Inc. position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 15,576 Party City Holdco Inc. shares in Q1 2019, an estimated $158K.
IFP Advisors first reported a position in Party City Holdco Inc. in Q4 2015 and held it in 12 quarters.
IFP Advisors's Party City Holdco Inc. position peaked at $419K in Q3 2016.
142 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.