Joel Isaacson & Co’s Paychex PAYX Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-959	Closed	-$58K	–	428
2016 Q4	$58K	Hold	959	–	–	0.01%	286
2016 Q3	$55K	Hold	959	–	–	0.01%	305
2016 Q2	$57K	Hold	959	–	–	0.01%	306
2016 Q1	$52K	Hold	959	–	–	0.01%	324
2015 Q4	$51K	Sell	959 -747	-44%	-$39K	0.01%	322
2015 Q3	$81K	Buy	1,706 +65	+4%	+$3.03K	0.02%	258
2015 Q2	$77K	Buy	1,641 +447	+37%	+$21.9K	0.02%	288
2015 Q1	$59K	Buy	1,194 +475	+66%	+$23.1K	0.01%	333
2014 Q4	$33K	Buy	719 +200	+39%	+$9.24K	0.01%	371
2014 Q3	$23K	Hold	519	–	–	0.01%	396
2014 Q2	$22K	Hold	519	–	–	0.01%	397
2014 Q1	$22K	Hold	519	–	–	0.01%	397
2013 Q4	$24K	Hold	519	–	–	0.01%	354
2013 Q3	$21K	Hold	519	–	–	0.01%	357
2013 Q2	$19K	Buy	+519	New	+$19.1K	0.01%	335

Other funds holding PAYX

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Joel Isaacson & Co's PAYX Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Paychex (PAYX) in Q1 2017, closing a stake of 959 shares — an estimated $58K sold.

Joel Isaacson & Co first reported a position in PAYX in Q2 2013 and held it in 15 quarters. The position peaked at $81K in Q3 2015. 877 funds tracked by Wall St. Rank hold PAYX as of Q1 2017.

Joel Isaacson & Co reported no remaining Paychex position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 959 Paychex shares in Q1 2017, an estimated $58K.
Joel Isaacson & Co first reported a position in Paychex in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Paychex position peaked at $81K in Q3 2015.
877 funds tracked by Wall St. Rank held Paychex as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.