Apriem Advisors’s Progressive PGR Stock Holding History

Apriem Advisors’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-45	Closed	-$2K	–	428
2017 Q1	$2K	Hold	45	–	–	﹤0.01%	598
2016 Q4	$2K	Buy	+45	New	+$1.49K	﹤0.01%	629

Other funds holding PGR

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Apriem Advisors's PGR Position: Q2 2017 in Review

Apriem Advisors sold out of Progressive (PGR) in Q2 2017, closing a stake of 45 shares — an estimated $2K sold.

Apriem Advisors first reported a position in PGR in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 613 funds tracked by Wall St. Rank hold PGR as of Q2 2017.

Apriem Advisors reported no remaining Progressive position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 45 Progressive shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in Progressive in Q4 2016 and held it in 2 quarters.
Apriem Advisors's Progressive position peaked at $2K in Q1 2017.
613 funds tracked by Wall St. Rank held Progressive as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.