WWMSC
PFPT

Wagner Wealth Management (South Carolina)’s Proofpoint, Inc. PFPT Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
6
– – ﹤0.01% 679
2018
Q2 		$1K Hold
6
– – ﹤0.01% 650
2018
Q1 		$1K Buy
+6
New +$636 ﹤0.01% 609
2017
Q4 		– Hold
0
– – – 694

Other funds holding PFPT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PFPT Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Proofpoint, Inc. (PFPT) position steady in Q3 2018 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Wagner Wealth Management (South Carolina) first reported a position in PFPT in Q1 2018 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold PFPT as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 6 shares of Proofpoint, Inc. worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Proofpoint, Inc. share count unchanged in Q3 2018.
  • Proofpoint, Inc. made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #679 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Proofpoint, Inc. in Q1 2018 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.