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Institute for Wealth Management’s Paychex PAYX Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-3,709
Closed -$213K – 352
2017
Q2 		$213K Buy
+3,709
New +$218K 0.06% 368

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's PAYX Position: Q3 2017 in Review

Institute for Wealth Management sold out of Paychex (PAYX) in Q3 2017, closing a stake of 3,709 shares — an estimated $213K sold.

Institute for Wealth Management first reported a position in PAYX in Q2 2017 and held it in 1 quarter. The position peaked at $213K in Q2 2017. 850 funds tracked by Wall St. Rank hold PAYX as of Q3 2017.

  • Institute for Wealth Management reported no remaining Paychex position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 3,709 Paychex shares in Q3 2017, an estimated $213K.
  • Institute for Wealth Management first reported a position in Paychex in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Paychex position peaked at $213K in Q2 2017.
  • 850 funds tracked by Wall St. Rank held Paychex as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.