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B. Riley Wealth Advisors’s Progress Software PRGS Stock Holding History

B. Riley Wealth Advisors’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-231
Closed -$6K – 1625
2014
Q4 		$6K Buy
+231
New +$6K ﹤0.01% 3091
2014
Q3 		– Sell
-338
Closed -$8.13K – 1576
2014
Q2 		$8.13K Buy
+338
New +$7.38K ﹤0.01% 1869

Other funds holding PRGS

PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Advisors's PRGS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Progress Software (PRGS) in Q1 2015, closing a stake of 231 shares — an estimated $6K sold.

B. Riley Wealth Advisors first reported a position in PRGS in Q2 2014 and held it in 2 quarters. The position peaked at $8.13K in Q2 2014. 171 funds tracked by Wall St. Rank hold PRGS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Progress Software position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 231 Progress Software shares in Q1 2015, an estimated $6K.
  • B. Riley Wealth Advisors first reported a position in Progress Software in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Progress Software position peaked at $8.13K in Q2 2014.
  • 171 funds tracked by Wall St. Rank held Progress Software as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.