Clear Perspective Advisors’s Progressive PGR Stock Holding History

Clear Perspective 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
2018 Q2	–	Sell	-200	Closed	-$12K	–	506
2018 Q1	$12K	Hold	200	–	–	0.01%	341
2017 Q4	$11K	Hold	200	–	–	0.01%	332
2017 Q3	$10K	Hold	200	–	–	0.01%	339
2017 Q2	$9K	Hold	200	–	–	0.01%	346
2017 Q1	$8K	Sell	200 -300	-60%	-$11.4K	0.01%	332
2016 Q4	$18K	Buy	+500	New	+$16.5K	0.01%	273

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspective Advisors's PGR Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Progressive (PGR) in Q2 2018, closing a stake of 200 shares — an estimated $12K sold.

Clear Perspective Advisors first reported a position in PGR in Q4 2016 and held it in 6 quarters. The position peaked at $18K in Q4 2016. 756 funds tracked by Wall St. Rank hold PGR as of Q2 2018.

Clear Perspective Advisors reported no remaining Progressive position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 200 Progressive shares in Q2 2018, an estimated $12K.
Clear Perspective Advisors first reported a position in Progressive in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Progressive position peaked at $18K in Q4 2016.
756 funds tracked by Wall St. Rank held Progressive as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.