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Reilly Financial Advisors’s Piper Sandler PIPR Stock Holding History

Reilly Financial Advisors’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
2019
Q2 		– Sell
-2,600
Closed -$47K – 1000
2019
Q1 		$47K Hold
2,600
– – 0.01% 367
2018
Q4 		$43K Hold
2,600
– – 0.01% 358
2018
Q3 		$50K Buy
+2,600
New +$49.9K 0.01% 365
2015
Q4 		– Sell
-364
Closed -$3K – 1348
2015
Q3 		$3K Hold
364
– – ﹤0.01% 1084
2015
Q2 		$4K Hold
364
– – ﹤0.01% 1120
2015
Q1 		$5K Hold
364
– – ﹤0.01% 1015
2014
Q4 		$5K Buy
+364
New +$5K ﹤0.01% 635

Other funds holding PIPR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return