Archford Capital Strategies’s Progressive PGR Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-408	Closed	-$33K	–	434
2019 Q2	$33K	Buy	408 +135	+49%	+$10.4K	0.01%	305
2019 Q1	$20K	Hold	273	–	–	0.01%	345
2018 Q4	$16K	Sell	273 -348	-56%	-$23.2K	0.01%	342
2018 Q3	$44K	Hold	621	–	–	0.02%	304
2018 Q2	$37K	Buy	621 +528	+568%	+$32.3K	0.01%	316
2018 Q1	$5K	Buy	+93	New	+$5.31K	﹤0.01%	392
2017 Q2	–	Sell	-109	Closed	-$4K	–	502
2017 Q1	$4K	Hold	109	–	–	﹤0.01%	503
2016 Q4	$3K	Hold	109	–	–	﹤0.01%	468
2016 Q3	$3K	Sell	109 -109	-50%	-$3.55K	﹤0.01%	480
2016 Q2	$8K	Buy	+218	New	+$7.21K	﹤0.01%	416
2016 Q1	–	Sell	-218	Closed	-$8K	–	478
2015 Q4	$8K	Hold	218	–	–	﹤0.01%	489
2015 Q3	$6K	Buy	218 +109	+100%	+$3.29K	﹤0.01%	415
2015 Q2	$3K	Hold	109	–	–	﹤0.01%	439
2015 Q1	$2.96K	Hold	109	–	–	﹤0.01%	451
2014 Q4	$3K	Hold	109	–	–	﹤0.01%	455
2014 Q3	$3K	Hold	109	–	–	﹤0.01%	448
2014 Q2	$2.76K	Buy	+109	New	+$2.7K	﹤0.01%	611

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Archford Capital Strategies's PGR Position: Q3 2019 in Review

Archford Capital Strategies sold out of Progressive (PGR) in Q3 2019, closing a stake of 408 shares — an estimated $33K sold.

Archford Capital Strategies first reported a position in PGR in Q2 2014 and held it in 17 quarters. The position peaked at $44K in Q3 2018. 882 funds tracked by Wall St. Rank hold PGR as of Q3 2019.

Archford Capital Strategies reported no remaining Progressive position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 408 Progressive shares in Q3 2019, an estimated $33K.
Archford Capital Strategies first reported a position in Progressive in Q2 2014 and held it in 17 quarters.
Archford Capital Strategies's Progressive position peaked at $44K in Q3 2018.
882 funds tracked by Wall St. Rank held Progressive as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.