AG
PSDO

Advisor Group’s Presidio, Inc. Common Stock PSDO Stock Holding History

Advisor Group’s Portfolio PSDO Stock Details PSDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-153
Closed -$2K – 5421
2018
Q4 		$2K Buy
+153
New +$2.12K ﹤0.01% 4885
2018
Q2 		– Sell
-4,571
Closed -$71K – 5133
2018
Q1 		$71K Sell
4,571
-2,046
-31% -$34.2K ﹤0.01% 2816
2017
Q4 		$127K Sell
6,617
-602
-8% -$9.46K ﹤0.01% 2380
2017
Q3 		$102K Hold
7,219
– – ﹤0.01% 2387
2017
Q2 		$103K Buy
+7,219
New +$109K ﹤0.01% 2279

Other funds holding PSDO

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisor Group's PSDO Position: Q1 2019 in Review

Advisor Group sold out of Presidio, Inc. Common Stock (PSDO) in Q1 2019, closing a stake of 153 shares — an estimated $2K sold.

Advisor Group first reported a position in PSDO in Q2 2017 and held it in 5 quarters. The position peaked at $127K in Q4 2017. 129 funds tracked by Wall St. Rank hold PSDO as of Q1 2019.

  • Advisor Group reported no remaining Presidio, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 153 Presidio, Inc. Common Stock shares in Q1 2019, an estimated $2K.
  • Advisor Group first reported a position in Presidio, Inc. Common Stock in Q2 2017 and held it in 5 quarters.
  • Advisor Group's Presidio, Inc. Common Stock position peaked at $127K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.