Shine Investment Advisory Services’s Proofpoint, Inc. PFPT Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$12K	Sell	112 -629	-85%	-$70.1K	﹤0.01%	532
2020 Q2	$82K	Sell	741 -180	-20%	-$20.6K	0.03%	221
2020 Q1	$94K	Hold	921	–	–	0.04%	188
2019 Q4	$106K	Buy	921 +314	+52%	+$37.4K	0.04%	202
2019 Q3	$78K	Hold	607	–	–	0.04%	223
2019 Q2	$73K	Buy	607 +275	+83%	+$32.4K	0.03%	235
2019 Q1	$40K	Hold	332	–	–	0.02%	349
2018 Q4	$28K	Hold	332	–	–	0.01%	392
2018 Q3	$35K	Sell	332 -120	-27%	-$14K	0.02%	369
2018 Q2	$52K	Buy	452 +51	+13%	+$6.2K	0.03%	307
2018 Q1	$46K	Buy	401 +310	+341%	+$32.9K	0.02%	321
2017 Q4	$8K	Buy	+91	New	+$8.26K	﹤0.01%	581

Other funds holding PFPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Shine Investment Advisory Services's PFPT Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Proofpoint, Inc. (PFPT) stake by 85% in Q3 2020, selling an estimated $70.1K and leaving 112 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Shine Investment Advisory Services first reported a position in PFPT in Q4 2017 and has held it in 12 quarters since. The position peaked at $106K in Q4 2019. 344 funds tracked by Wall St. Rank hold PFPT as of Q3 2020.

Shine Investment Advisory Services held 112 shares of Proofpoint, Inc. worth $12K as of Q3 2020.
Shine Investment Advisory Services sold 629 Proofpoint, Inc. shares in Q3 2020, an estimated $70.1K.
Proofpoint, Inc. made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #532 holding.
Shine Investment Advisory Services first reported a position in Proofpoint, Inc. in Q4 2017 and has held it in 12 quarters since.
Shine Investment Advisory Services's Proofpoint, Inc. position peaked at $106K in Q4 2019.
344 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.