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WFG Advisors’s PJT Partners PJT Stock Holding History

WFG Advisors’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$10K Sell
256
-23
-8% -$860 ﹤0.01% 1148
2017
Q1 		$10K Sell
279
-25
-8% -$866 ﹤0.01% 1083
2016
Q4 		$9K Sell
304
-69
-18% -$1.98K ﹤0.01% 1141
2016
Q3 		$10K Sell
373
-22
-6% -$551 ﹤0.01% 1128
2016
Q2 		$9K Sell
395
-521
-57% -$12.6K ﹤0.01% 1126
2016
Q1 		$22K Sell
916
-293
-24% -$7.55K 0.01% 866
2015
Q4 		$34K Buy
+1,209
New +$27.7K 0.01% 760

Other funds holding PJT

SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

WFG Advisors's PJT Position: Q2 2017 in Review

WFG Advisors reduced its PJT Partners (PJT) stake by 8.2% in Q2 2017, selling an estimated $860 and leaving 256 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

WFG Advisors first reported a position in PJT in Q4 2015 and has held it in 7 quarters since. The position peaked at $34K in Q4 2015. 191 funds tracked by Wall St. Rank hold PJT as of Q2 2017.

  • WFG Advisors held 256 shares of PJT Partners worth $10K as of Q2 2017.
  • WFG Advisors sold 23 PJT Partners shares in Q2 2017, an estimated $860.
  • PJT Partners made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1148 holding.
  • WFG Advisors first reported a position in PJT Partners in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's PJT Partners position peaked at $34K in Q4 2015.
  • 191 funds tracked by Wall St. Rank held PJT Partners as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.