YorkBridge Wealth Partners’s Proofpoint, Inc. PFPT Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-18	Closed	-$2K	–	862
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	811
2018 Q1	$2K	Sell	18 -6	-25%	-$636	﹤0.01%	805
2017 Q4	$2K	Sell	24 -1	-4%	-$91	﹤0.01%	827
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	817
2017 Q2	$2K	Sell	25 -3	-11%	-$247	﹤0.01%	808
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	796
2016 Q4	$2K	Buy	+28	New	+$2.11K	﹤0.01%	794

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

YorkBridge Wealth Partners's PFPT Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Proofpoint, Inc. (PFPT) in Q3 2018, closing a stake of 18 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in PFPT in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 330 funds tracked by Wall St. Rank hold PFPT as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Proofpoint, Inc. position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 18 Proofpoint, Inc. shares in Q3 2018, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Proofpoint, Inc. in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Proofpoint, Inc. position peaked at $2K in Q2 2018.
330 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.