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Independent Portfolio Consultants’s Paychex PAYX Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$81K Sell
1,418
-368
-21% -$21.6K 0.03% 440
2017
Q1 		$105K Sell
1,786
-901
-34% -$54.8K 0.04% 440
2016
Q4 		$164K Sell
2,687
-791
-23% -$45.6K 0.05% 357
2016
Q3 		$201K Sell
3,478
-105
-3% -$6.3K 0.06% 323
2016
Q2 		$213K Sell
3,583
-2,120
-37% -$114K 0.07% 315
2016
Q1 		$308K Sell
5,703
-220
-4% -$11.1K 0.09% 280
2015
Q4 		$313K Buy
5,923
+4,265
+257% +$223K 0.09% 266
2015
Q3 		$79K Sell
1,658
-720
-30% -$33.6K 0.02% 499
2015
Q2 		$111K Sell
2,378
-1,187
-33% -$58K 0.02% 485
2015
Q1 		$177K Sell
3,565
-1,323
-27% -$64.3K 0.04% 387
2014
Q4 		$226K Buy
4,888
+125
+3% +$5.77K 0.05% 343
2014
Q3 		$211K Buy
4,763
+38
+0.8% +$1.6K 0.06% 463
2014
Q2 		$196K Sell
4,725
-17,155
-78% -$705K 0.05% 444
2014
Q1 		$932K Sell
21,880
-4,807
-18% -$204K 0.3% 93
2013
Q4 		$1.22M Sell
26,687
-616
-2% -$26.3K 0.42% 46
2013
Q3 		$1.11M Sell
27,303
-1,984
-7% -$78.4K 0.44% 40
2013
Q2 		$1.07M Buy
+29,287
New +$1.08M 0.48% 28

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's PAYX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Paychex (PAYX) stake by 21% in Q2 2017, selling an estimated $21.6K and leaving 1,418 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #440.

Independent Portfolio Consultants first reported a position in PAYX in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2013. 877 funds tracked by Wall St. Rank hold PAYX as of Q2 2017.

  • Independent Portfolio Consultants held 1,418 shares of Paychex worth $81K as of Q2 2017.
  • Independent Portfolio Consultants sold 368 Paychex shares in Q2 2017, an estimated $21.6K.
  • Paychex made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #440 holding.
  • Independent Portfolio Consultants first reported a position in Paychex in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Paychex position peaked at $1.22M in Q4 2013.
  • 877 funds tracked by Wall St. Rank held Paychex as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.