KF
PFPT

Krilogy Financial’s Proofpoint, Inc. PFPT Stock Holding History

Krilogy Financial’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
2018
Q4 		– Sell
-100
Closed -$11K – 756
2018
Q3 		$11K Buy
+100
New +$11.6K ﹤0.01% 523
2015
Q4 		– Sell
-100
Closed -$6K – 624
2015
Q3 		$6K Buy
+100
New +$6.21K ﹤0.01% 453

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Krilogy Financial's PFPT Position: Q4 2018 in Review

Krilogy Financial sold out of Proofpoint, Inc. (PFPT) in Q4 2018, closing a stake of 100 shares — an estimated $11K sold.

Krilogy Financial first reported a position in PFPT in Q3 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 298 funds tracked by Wall St. Rank hold PFPT as of Q4 2018.

  • Krilogy Financial reported no remaining Proofpoint, Inc. position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 100 Proofpoint, Inc. shares in Q4 2018, an estimated $11K.
  • Krilogy Financial first reported a position in Proofpoint, Inc. in Q3 2015 and held it in 2 quarters.
  • Krilogy Financial's Proofpoint, Inc. position peaked at $11K in Q3 2018.
  • 298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.