OneDigital Investment Advisors
PTC icon

OneDigital Investment Advisors’s PTC PTC Stock Holding History

OneDigital Investment Advisors’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
Q3 		– Sell
-37
Closed -$3K – 1164
2018
Q2 		$3K Hold
37
– – ﹤0.01% 1230
2018
Q1 		$3K Hold
37
– – ﹤0.01% 1220
2017
Q4 		$2K Hold
37
– – ﹤0.01% 1180
2017
Q3 		$2K Hold
37
– – ﹤0.01% 984
2017
Q2 		$2K Buy
+37
New +$2.04K ﹤0.01% 1170

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Carmignac Gestion
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

OneDigital Investment Advisors's PTC Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of PTC (PTC) in Q3 2018, closing a stake of 37 shares — an estimated $3K sold.

OneDigital Investment Advisors first reported a position in PTC in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2018. 417 funds tracked by Wall St. Rank hold PTC as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining PTC position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 37 PTC shares in Q3 2018, an estimated $3K.
  • OneDigital Investment Advisors first reported a position in PTC in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's PTC position peaked at $3K in Q2 2018.
  • 417 funds tracked by Wall St. Rank held PTC as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.