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Gupta Wealth Management’s Progressive PGR Stock Holding History

Gupta Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-45
Closed -$1K – 1250
2015
Q4 		$1K Hold
45
– – ﹤0.01% 1203
2015
Q3 		$1K Sell
45
-1,175
-96% -$35.5K ﹤0.01% 1213
2015
Q2 		$34K Buy
1,220
+1,175
+2,611% +$32K 0.01% 568
2015
Q1 		$1K Buy
+45
New +$1.2K ﹤0.01% 1112

Other funds holding PGR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Gupta Wealth Management's PGR Position: Q1 2016 in Review

Gupta Wealth Management sold out of Progressive (PGR) in Q1 2016, closing a stake of 45 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in PGR in Q1 2015 and held it in 4 quarters. The position peaked at $34K in Q2 2015. 517 funds tracked by Wall St. Rank hold PGR as of Q1 2016.

  • Gupta Wealth Management reported no remaining Progressive position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 45 Progressive shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Progressive in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Progressive position peaked at $34K in Q2 2015.
  • 517 funds tracked by Wall St. Rank held Progressive as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.