Israel Discount Bank of New York’s Proofpoint, Inc. PFPT Stock Holding History

Israel Discount Bank of New York’s Portfolio PFPT Stock Details PFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-225	Closed	-$27K	–	403
2019 Q1	$27K	Hold	225	–	–	0.02%	297
2018 Q4	$19K	Hold	225	–	–	0.01%	333
2018 Q3	$24K	Sell	225 -100	-31%	-$11.6K	0.02%	327
2018 Q2	$37K	Hold	325	–	–	0.02%	330
2018 Q1	$37K	Hold	325	–	–	0.02%	323
2017 Q4	$29K	Hold	325	–	–	0.02%	357
2017 Q3	$28K	Hold	325	–	–	0.02%	351
2017 Q2	$28K	Buy	325 +85	+35%	+$6.99K	0.02%	348
2017 Q1	$18K	Buy	240 +15	+7%	+$1.19K	0.01%	380
2016 Q4	$16K	Buy	+225	New	+$16.9K	0.01%	410

Other funds holding PFPT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Israel Discount Bank of New York's PFPT Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Proofpoint, Inc. (PFPT) in Q2 2019, closing a stake of 225 shares — an estimated $27K sold.

Israel Discount Bank of New York first reported a position in PFPT in Q4 2016 and held it in 10 quarters. The position peaked at $37K in Q2 2018. 324 funds tracked by Wall St. Rank hold PFPT as of Q2 2019.

Israel Discount Bank of New York reported no remaining Proofpoint, Inc. position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 225 Proofpoint, Inc. shares in Q2 2019, an estimated $27K.
Israel Discount Bank of New York first reported a position in Proofpoint, Inc. in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Proofpoint, Inc. position peaked at $37K in Q2 2018.
324 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.