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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 – 997
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 – 1342
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Reilly Financial Advisors's PIPR Position: Q2 2019 in Review

Reilly Financial Advisors sold out of Piper Sandler (PIPR) in Q2 2019, closing a stake of 2,600 shares — an estimated $47K sold.

Reilly Financial Advisors first reported a position in PIPR in Q4 2014 and held it in 7 quarters. The position peaked at $50K in Q3 2018. 202 funds tracked by Wall St. Rank hold PIPR as of Q2 2019.

  • Reilly Financial Advisors reported no remaining Piper Sandler position as of Q2 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,600 Piper Sandler shares in Q2 2019, an estimated $47K.
  • Reilly Financial Advisors first reported a position in Piper Sandler in Q4 2014 and held it in 7 quarters.
  • Reilly Financial Advisors's Piper Sandler position peaked at $50K in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.