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Community Financial System’s Progressive PGR Stock Holding History

Community Financial System’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
2013
Q3 		– Sell
-1,000
Closed -$25K – 380
2013
Q2 		$25K Buy
+1,000
New +$25.3K 0.01% 260

Other funds holding PGR

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Community Financial System's PGR Position: Q3 2013 in Review

Community Financial System sold out of Progressive (PGR) in Q3 2013, closing a stake of 1,000 shares — an estimated $25K sold.

Community Financial System first reported a position in PGR in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 383 funds tracked by Wall St. Rank hold PGR as of Q3 2013.

  • Community Financial System reported no remaining Progressive position as of Q3 2013 after selling out during the quarter.
  • Community Financial System sold 1,000 Progressive shares in Q3 2013, an estimated $25K.
  • Community Financial System first reported a position in Progressive in Q2 2013 and held it in 1 quarter.
  • Community Financial System's Progressive position peaked at $25K in Q2 2013.
  • 383 funds tracked by Wall St. Rank held Progressive as of Q3 2013.

Based on Community Financial System's 13F filing for Q3 2013, filed 14 Nov 2013.