M&R Capital Management’s Proofpoint, Inc. PFPT Stock Holding History

M&R Capital Management’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
2020 Q3	–	Sell	-200	Closed	-$22K	–	481
2020 Q2	$22K	Sell	200 -4,070	-95%	-$465K	0.01%	306
2020 Q1	$438K	Buy	4,270 +350	+9%	+$40.8K	0.13%	109
2019 Q4	$449K	Buy	3,920 +2,820	+256%	+$336K	0.1%	129
2019 Q3	$141K	Buy	+1,100	New	+$135K	0.03%	199

Other funds holding PFPT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

M&R Capital Management's PFPT Position: Q3 2020 in Review

M&R Capital Management sold out of Proofpoint, Inc. (PFPT) in Q3 2020, closing a stake of 200 shares — an estimated $22K sold.

M&R Capital Management first reported a position in PFPT in Q3 2019 and held it in 4 quarters. The position peaked at $449K in Q4 2019. 344 funds tracked by Wall St. Rank hold PFPT as of Q3 2020.

M&R Capital Management reported no remaining Proofpoint, Inc. position as of Q3 2020 after selling out during the quarter.
M&R Capital Management sold 200 Proofpoint, Inc. shares in Q3 2020, an estimated $22K.
M&R Capital Management first reported a position in Proofpoint, Inc. in Q3 2019 and held it in 4 quarters.
M&R Capital Management's Proofpoint, Inc. position peaked at $449K in Q4 2019.
344 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2020.

Based on M&R Capital Management's 13F filing for Q3 2020, filed 1 Oct 2020.