Tobias Financial Advisors’s PJT Partners PJT Stock Holding History

Tobias Financial Advisors’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5	Closed	–	–	215
2019 Q4	$0	Buy	+5	New	+$210	﹤0.01%	300

Other funds holding PJT

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

MFM

MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tobias Financial Advisors's PJT Position: Q1 2020 in Review

Tobias Financial Advisors sold out of PJT Partners (PJT) in Q1 2020, closing a stake of 5 shares.

Tobias Financial Advisors first reported a position in PJT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 202 funds tracked by Wall St. Rank hold PJT as of Q1 2020.

Tobias Financial Advisors reported no remaining PJT Partners position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 5 PJT Partners shares in Q1 2020.
Tobias Financial Advisors first reported a position in PJT Partners in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's PJT Partners position peaked at $0 in Q4 2019.
202 funds tracked by Wall St. Rank held PJT Partners as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.