RFA
PFPT

Reilly Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Reilly Financial Advisors’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
2019
Q3 		– Sell
-40
Closed -$5K – 996
2019
Q2 		$5K Buy
+40
New +$4.71K ﹤0.01% 791

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Reilly Financial Advisors's PFPT Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Proofpoint, Inc. (PFPT) in Q3 2019, closing a stake of 40 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in PFPT in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 348 funds tracked by Wall St. Rank hold PFPT as of Q3 2019.

  • Reilly Financial Advisors reported no remaining Proofpoint, Inc. position as of Q3 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 40 Proofpoint, Inc. shares in Q3 2019, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Proofpoint, Inc. in Q2 2019 and held it in 1 quarter.
  • Reilly Financial Advisors's Proofpoint, Inc. position peaked at $5K in Q2 2019.
  • 348 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.