PFS
PTC icon

Physicians Financial Services’s PTC PTC Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-320
Closed -$13K – 220
2016
Q4 		$13K Hold
320
– – 0.01% 222
2016
Q3 		$14K Buy
+320
New +$13.3K 0.01% 215

Other funds holding PTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Physicians Financial Services's PTC Position: Q1 2017 in Review

Physicians Financial Services sold out of PTC (PTC) in Q1 2017, closing a stake of 320 shares — an estimated $13K sold.

Physicians Financial Services first reported a position in PTC in Q3 2016 and held it in 2 quarters. The position peaked at $14K in Q3 2016. 363 funds tracked by Wall St. Rank hold PTC as of Q1 2017.

  • Physicians Financial Services reported no remaining PTC position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 320 PTC shares in Q1 2017, an estimated $13K.
  • Physicians Financial Services first reported a position in PTC in Q3 2016 and held it in 2 quarters.
  • Physicians Financial Services's PTC position peaked at $14K in Q3 2016.
  • 363 funds tracked by Wall St. Rank held PTC as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.