RAFFA WEALTH MANAGEMENT, LLC’s Proofpoint, Inc. PFPT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017 Q3	–	Sell	-32	Closed	-$2.78K	–	408
2017 Q2	$2.78K	Hold	32	–	–	﹤0.01%	261
2017 Q1	$2.38K	Hold	32	–	–	﹤0.01%	250
2016 Q4	$2.26K	Sell	32 -2	-6%	-$151	﹤0.01%	271
2016 Q3	$2.54K	Hold	34	–	–	﹤0.01%	259
2016 Q2	$2.15K	Hold	34	–	–	﹤0.01%	266
2016 Q1	$1.83K	Hold	34	–	–	﹤0.01%	280
2015 Q4	$2.21K	Hold	34	–	–	﹤0.01%	262
2015 Q3	$2.05K	Hold	34	–	–	﹤0.01%	277
2015 Q2	$2.17K	Hold	34	–	–	﹤0.01%	263
2015 Q1	$2.01K	Hold	34	–	–	﹤0.01%	268
2014 Q4	$1.64K	Hold	34	–	–	﹤0.01%	270
2014 Q3	$1.26K	Sell	34 -13	-28%	-$485	﹤0.01%	298
2014 Q2	$1.76K	Hold	47	–	–	﹤0.01%	225
2014 Q1	$1.74K	Buy	47 +13	+38%	+$508	﹤0.01%	221
2013 Q4	$1.64K	Buy	+34	New	+$1.02K	﹤0.01%	270

Other funds holding PFPT

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's PFPT Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Proofpoint, Inc. (PFPT) in Q3 2017, closing a stake of 32 shares — an estimated $2.78K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PFPT in Q4 2013 and held it in 15 quarters. The position peaked at $2.78K in Q2 2017. 269 funds tracked by Wall St. Rank hold PFPT as of Q3 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Proofpoint, Inc. position as of Q3 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 32 Proofpoint, Inc. shares in Q3 2017, an estimated $2.78K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Proofpoint, Inc. in Q4 2013 and held it in 15 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Proofpoint, Inc. position peaked at $2.78K in Q2 2017.
269 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.