Independent Portfolio Consultants’s PayPal PYPL Stock Holding History

Independent Portfolio Consultants’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$467K	Sell	8,702 -2,924	-25%	-$144K	0.19%	179
2017 Q1	$500K	Sell	11,626 -5,414	-32%	-$227K	0.17%	208
2016 Q4	$673K	Sell	17,040 -2,310	-12%	-$92.8K	0.22%	167
2016 Q3	$793K	Buy	19,350 +485	+3%	+$18.6K	0.25%	127
2016 Q2	$689K	Sell	18,865 -85	-0.4%	-$3.25K	0.22%	151
2016 Q1	$731K	Buy	18,950 +7,355	+63%	+$266K	0.2%	146
2015 Q4	$420K	Sell	11,595 -20,602	-64%	-$727K	0.12%	225
2015 Q3	$999K	Buy	+32,197	New	+$1.15M	0.22%	134

Other funds holding PYPL

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its PayPal (PYPL) stake by 25% in Q2 2017, selling an estimated $144K and leaving 8,702 shares worth $467K. The position accounts for 0.19% of the portfolio, ranked #179.

Independent Portfolio Consultants first reported a position in PYPL in Q3 2015 and has held it in 8 quarters since. The position peaked at $999K in Q3 2015. 1,096 funds tracked by Wall St. Rank hold PYPL as of Q2 2017.

Independent Portfolio Consultants held 8,702 shares of PayPal worth $467K as of Q2 2017.
Independent Portfolio Consultants sold 2,924 PayPal shares in Q2 2017, an estimated $144K.
PayPal made up 0.19% of Independent Portfolio Consultants's portfolio in Q2 2017, its #179 holding.
Independent Portfolio Consultants first reported a position in PayPal in Q3 2015 and has held it in 8 quarters since.
Independent Portfolio Consultants's PayPal position peaked at $999K in Q3 2015.
1,096 funds tracked by Wall St. Rank held PayPal as of Q2 2017.

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