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MinichMacGregor Wealth Management’s Piper Sandler PIPR Stock Holding History

MinichMacGregor Wealth Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-400
Closed -$4K – 472
2015
Q4 		$4K Buy
+400
New +$3.83K ﹤0.01% 297

Other funds holding PIPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's PIPR Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of Piper Sandler (PIPR) in Q1 2016, closing a stake of 400 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in PIPR in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 200 funds tracked by Wall St. Rank hold PIPR as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining Piper Sandler position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 400 Piper Sandler shares in Q1 2016, an estimated $4K.
  • MinichMacGregor Wealth Management first reported a position in Piper Sandler in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Piper Sandler position peaked at $4K in Q4 2015.
  • 200 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.