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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Precigen PGEN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q2 		– Sell
-600
Closed -$12K – 415
2017
Q1 		$12K Buy
+600
New +$13.4K ﹤0.01% 279

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IAM
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MVP
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BlackRock
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PGEN Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Precigen (PGEN) in Q2 2017, closing a stake of 600 shares — an estimated $12K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PGEN in Q1 2017 and held it in 1 quarter. The position peaked at $12K in Q1 2017. 172 funds tracked by Wall St. Rank hold PGEN as of Q2 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Precigen position as of Q2 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 600 Precigen shares in Q2 2017, an estimated $12K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Precigen in Q1 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Precigen position peaked at $12K in Q1 2017.
  • 172 funds tracked by Wall St. Rank held Precigen as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.