WIM
PFPT

Westside Investment Management’s Proofpoint, Inc. PFPT Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-115
Closed -$11.7K – 829
2018
Q3 		$11.7K Hold
115
– – ﹤0.01% 463
2018
Q2 		$13.4K Hold
115
– – ﹤0.01% 496
2018
Q1 		$12.9K Hold
115
– – 0.01% 491
2017
Q4 		$11.1K Hold
115
– – 0.01% 544
2017
Q3 		$10.8K Hold
115
– – 0.01% 532
2017
Q2 		$9.71K Hold
115
– – 0.01% 544
2017
Q1 		$8.62K Hold
115
– – ﹤0.01% 545
2016
Q4 		$9.25K Buy
+115
New +$8.65K 0.01% 416

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Westside Investment Management's PFPT Position: Q4 2018 in Review

Westside Investment Management sold out of Proofpoint, Inc. (PFPT) in Q4 2018, closing a stake of 115 shares — an estimated $11.7K sold.

Westside Investment Management first reported a position in PFPT in Q4 2016 and held it in 8 quarters. The position peaked at $13.4K in Q2 2018. 298 funds tracked by Wall St. Rank hold PFPT as of Q4 2018.

  • Westside Investment Management reported no remaining Proofpoint, Inc. position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 115 Proofpoint, Inc. shares in Q4 2018, an estimated $11.7K.
  • Westside Investment Management first reported a position in Proofpoint, Inc. in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's Proofpoint, Inc. position peaked at $13.4K in Q2 2018.
  • 298 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.