EWM
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Elite Wealth Management’s Precigen PGEN Stock Holding History

Elite Wealth Management’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$2K Buy
+61
New +$1.61K ﹤0.01% 210

Other funds holding PGEN

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Elite Wealth Management's PGEN Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Precigen (PGEN) in Q3 2016: 61 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #210 among its holdings.

168 funds tracked by Wall St. Rank hold PGEN as of Q3 2016.

  • Elite Wealth Management held 61 shares of Precigen worth $2K as of Q3 2016.
  • Precigen was a new Elite Wealth Management position in Q3 2016.
  • Precigen made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #210 holding.
  • 168 funds tracked by Wall St. Rank held Precigen as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.