KF
PTC icon

Krilogy Financial’s PTC PTC Stock Holding History

Krilogy Financial’s Portfolio PTC Stock Details PTC 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 – 536
2018
Q3 		$11K Buy
+100
New +$9.77K ﹤0.01% 519

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State Street
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Select Equity Group
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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Krilogy Financial's PTC Position: Q4 2018 in Review

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

Krilogy Financial first reported a position in PTC in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 407 funds tracked by Wall St. Rank hold PTC as of Q4 2018.

  • Krilogy Financial reported no remaining PTC position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 100 PTC shares in Q4 2018, an estimated $11K.
  • Krilogy Financial first reported a position in PTC in Q3 2018 and held it in 1 quarter.
  • Krilogy Financial's PTC position peaked at $11K in Q3 2018.
  • 407 funds tracked by Wall St. Rank held PTC as of Q4 2018.

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