EWM
PEGA icon

Evercore Wealth Management’s Pegasystems PEGA Stock Holding History

Evercore Wealth Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-384
Closed -$9K – 674
2017
Q4 		$9K Hold
384
– – ﹤0.01% 818
2017
Q3 		$11K Sell
384
-162
-30% -$4.69K ﹤0.01% 782
2017
Q2 		$16K Buy
+546
New +$14.4K ﹤0.01% 749

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Evercore Wealth Management's PEGA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Pegasystems (PEGA) in Q1 2018, closing a stake of 384 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in PEGA in Q2 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2017. 198 funds tracked by Wall St. Rank hold PEGA as of Q1 2018.

  • Evercore Wealth Management reported no remaining Pegasystems position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 384 Pegasystems shares in Q1 2018, an estimated $9K.
  • Evercore Wealth Management first reported a position in Pegasystems in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's Pegasystems position peaked at $16K in Q2 2017.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.