Global Retirement Partners’s Pattern Energy Group Inc. Class A PEGI Stock Holding History

Global Retirement Partners’s Portfolio PEGI Stock Details PEGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-467	Closed	-$12K	–	1745
2019 Q4	$12K	Sell	467 -63	-12%	-$1.71K	﹤0.01%	1121
2019 Q3	$14K	Hold	530	–	–	﹤0.01%	1044
2019 Q2	$12K	Hold	530	–	–	﹤0.01%	1072
2019 Q1	$12K	Hold	530	–	–	﹤0.01%	1019
2018 Q4	$10K	Hold	530	–	–	﹤0.01%	986
2018 Q3	$11K	Sell	530 -460	-46%	-$8.88K	﹤0.01%	1022
2018 Q2	$19K	Hold	990	–	–	﹤0.01%	820
2018 Q1	$17K	Hold	990	–	–	﹤0.01%	812
2017 Q4	$21K	Hold	990	–	–	0.01%	712
2017 Q3	$21K	Hold	990	–	–	0.01%	641
2017 Q2	$21K	Hold	990	–	–	0.01%	599
2017 Q1	$21K	Buy	+990	New	+$19.8K	0.01%	548

Other funds holding PEGI

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Global Retirement Partners's PEGI Position: Q1 2020 in Review

Global Retirement Partners sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 467 shares — an estimated $12K sold.

Global Retirement Partners first reported a position in PEGI in Q1 2017 and held it in 12 quarters. The position peaked at $21K in Q4 2017. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.

Global Retirement Partners reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
Global Retirement Partners sold 467 Pattern Energy Group Inc. Class A shares in Q1 2020, an estimated $12K.
Global Retirement Partners first reported a position in Pattern Energy Group Inc. Class A in Q1 2017 and held it in 12 quarters.
Global Retirement Partners's Pattern Energy Group Inc. Class A position peaked at $21K in Q4 2017.
1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.

Based on Global Retirement Partners's 13F filing for Q1 2020, filed 28 Apr 2020.