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Triangle Securities Wealth Management’s PTC PTC Stock Holding History

Triangle Securities Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$12K – 317
2013
Q2 		$12K Buy
+500
New +$12K 0.01% 432

Other funds holding PTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Triangle Securities Wealth Management's PTC Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of PTC (PTC) in Q3 2013, closing a stake of 500 shares — an estimated $12K sold.

Triangle Securities Wealth Management first reported a position in PTC in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 221 funds tracked by Wall St. Rank hold PTC as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining PTC position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 500 PTC shares in Q3 2013, an estimated $12K.
  • Triangle Securities Wealth Management first reported a position in PTC in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's PTC position peaked at $12K in Q2 2013.
  • 221 funds tracked by Wall St. Rank held PTC as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.