Intersect Capital’s Piper Sandler PIPR Stock Holding History

Intersect Capital’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-24	Closed	–	–	294
2015 Q1	$0	Hold	24	–	–	﹤0.01%	468
2014 Q4	$0	Buy	+24	New	+$329	﹤0.01%	448

Other funds holding PIPR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Intersect Capital's PIPR Position: Q2 2015 in Review

Intersect Capital sold out of Piper Sandler (PIPR) in Q2 2015, closing a stake of 24 shares.

Intersect Capital first reported a position in PIPR in Q4 2014 and held it in 2 quarters. The position peaked at $0 in Q1 2015. 182 funds tracked by Wall St. Rank hold PIPR as of Q2 2015.

Intersect Capital reported no remaining Piper Sandler position as of Q2 2015 after selling out during the quarter.
Intersect Capital sold 24 Piper Sandler shares in Q2 2015.
Intersect Capital first reported a position in Piper Sandler in Q4 2014 and held it in 2 quarters.
Intersect Capital's Piper Sandler position peaked at $0 in Q1 2015.
182 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.