IHT Wealth Management’s PJT Partners PJT Stock Holding History

IHT Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-404	Closed	-$20K	–	1089
2018 Q1	$20K	Sell	404 -97	-19%	-$4.67K	0.01%	983
2017 Q4	$24K	Buy	501 +329	+191%	+$13.4K	0.01%	934
2017 Q3	$6K	Buy	172 +9	+6%	+$357	﹤0.01%	1066
2017 Q2	$233	Hold	163	–	–	0.11%	205
2017 Q1	$5K	Buy	163 +3	+2%	+$104	﹤0.01%	958
2016 Q4	$5K	Buy	+160	New	+$4.6K	﹤0.01%	925

Other funds holding PJT

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

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

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

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

IHT Wealth Management's PJT Position: Q2 2018 in Review

IHT Wealth Management sold out of PJT Partners (PJT) in Q2 2018, closing a stake of 404 shares — an estimated $20K sold.

IHT Wealth Management first reported a position in PJT in Q4 2016 and held it in 6 quarters. The position peaked at $24K in Q4 2017. 206 funds tracked by Wall St. Rank hold PJT as of Q2 2018.

IHT Wealth Management reported no remaining PJT Partners position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 404 PJT Partners shares in Q2 2018, an estimated $20K.
IHT Wealth Management first reported a position in PJT Partners in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's PJT Partners position peaked at $24K in Q4 2017.
206 funds tracked by Wall St. Rank held PJT Partners as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.