Glassman Wealth Services’s PROGRESS ENERGY INC PGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-1,175
Closed -$3K 500
2014
Q4
$3K Buy
+1,175
New +$3K ﹤0.01% 448

Glassman Wealth Services's PGN Position: Q1 2015 in Review

Glassman Wealth Services sold out of PROGRESS ENERGY INC (PGN) in Q1 2015, closing a stake of 1,175 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in PGN in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 2 funds tracked by Wall St. Rank hold PGN as of Q1 2015.

  • Glassman Wealth Services reported no remaining PROGRESS ENERGY INC position as of Q1 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 1,175 PROGRESS ENERGY INC shares in Q1 2015, an estimated $3K.
  • Glassman Wealth Services first reported a position in PROGRESS ENERGY INC in Q4 2014 and held it in 1 quarter.
  • Glassman Wealth Services's PROGRESS ENERGY INC position peaked at $3K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held PROGRESS ENERGY INC as of Q1 2015.

Based on Glassman Wealth Services's 13F filing for Q1 2015, filed 15 May 2015.