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Financial Architects (New Jersey)’s Penske Automotive Group PAG Stock Holding History

Financial Architects (New Jersey)’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-300
Closed -$14K – 1568
2017
Q3 		$14K Hold
300
– – ﹤0.01% 1050
2017
Q2 		$13K Buy
+300
New +$13.2K ﹤0.01% 1074

Other funds holding PAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Financial Architects (New Jersey)'s PAG Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Penske Automotive Group (PAG) in Q4 2017, closing a stake of 300 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in PAG in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2017. 236 funds tracked by Wall St. Rank hold PAG as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Penske Automotive Group position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 Penske Automotive Group shares in Q4 2017, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in Penske Automotive Group in Q2 2017 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Penske Automotive Group position peaked at $14K in Q3 2017.
  • 236 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.