WOC
PFPT

West Oak Capital’s Proofpoint, Inc. PFPT Stock Holding History

West Oak Capital’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
-150
Closed -$13K – 358
2017
Q2 		$13K Hold
150
– – 0.01% 272
2017
Q1 		$11.2K Buy
+150
New +$11.9K 0.01% 296

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of New York Mellon
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Oak Capital's PFPT Position: Q3 2017 in Review

West Oak Capital sold out of Proofpoint, Inc. (PFPT) in Q3 2017, closing a stake of 150 shares — an estimated $13K sold.

West Oak Capital first reported a position in PFPT in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 269 funds tracked by Wall St. Rank hold PFPT as of Q3 2017.

  • West Oak Capital reported no remaining Proofpoint, Inc. position as of Q3 2017 after selling out during the quarter.
  • West Oak Capital sold 150 Proofpoint, Inc. shares in Q3 2017, an estimated $13K.
  • West Oak Capital first reported a position in Proofpoint, Inc. in Q1 2017 and held it in 2 quarters.
  • West Oak Capital's Proofpoint, Inc. position peaked at $13K in Q2 2017.
  • 269 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.