OIA
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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

Other funds holding PTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM