IFP Advisors’s Pattern Energy Group Inc. Class A PEGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,475
| Closed | -$39.9K | – | 3117 |
|
|
2019
Q4 | $39K | Buy |
1,475
+623
| +73% | +$16.9K | ﹤0.01% | 1361 |
|
|
2019
Q3 | $22K | Buy |
+852
| New | +$21.5K | ﹤0.01% | 1729 |
|
|
2019
Q1 | $33K | Sell |
1,500
-6,416
| -81% | -$134K | ﹤0.01% | 1144 |
|
|
2018
Q4 | $145K | Buy |
7,916
+1,011
| +15% | +$19.7K | 0.01% | 1008 |
|
|
2018
Q3 | $137K | Sell |
6,905
-43
| -0.6% | -$830 | 0.01% | 1292 |
|
|
2018
Q2 | $130K | Buy |
6,948
+1,611
| +30% | +$29.3K | 0.01% | 1333 |
|
|
2018
Q1 | $115K | Hold |
5,337
| – | – | 0.01% | 1303 |
|
|
2017
Q4 | $115K | Buy |
5,337
+3,110
| +140% | +$69.9K | 0.01% | 1312 |
|
|
2017
Q3 | $54K | Buy |
2,227
+727
| +48% | +$18.1K | ﹤0.01% | 1951 |
|
|
2017
Q2 | $36K | Buy |
1,500
+600
| +67% | +$13.4K | ﹤0.01% | 2196 |
|
|
2017
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 2583 |
|
|
2016
Q4 | $17K | Buy |
900
+146
| +19% | +$3K | ﹤0.01% | 2589 |
|
|
2016
Q3 | $17K | Hold |
754
| – | – | ﹤0.01% | 2523 |
|
|
2016
Q2 | $17K | Sell |
754
-746
| -50% | -$15.5K | ﹤0.01% | 2468 |
|
|
2016
Q1 | $33K | Buy |
1,500
+746
| +99% | +$13.4K | ﹤0.01% | 1144 |
|
|
2015
Q4 | $16K | Buy |
+754
| New | +$15.6K | ﹤0.01% | 2312 |
|
Other funds holding PEGI
IFP Advisors's PEGI Position: Q1 2020 in Review
IFP Advisors sold out of Pattern Energy Group Inc. Class A (PEGI) in Q1 2020, closing a stake of 1,475 shares — an estimated $39.9K sold.
IFP Advisors first reported a position in PEGI in Q4 2015 and held it in 16 quarters. The position peaked at $145K in Q4 2018. 1 fund tracked by Wall St. Rank holds PEGI as of Q1 2020.
- IFP Advisors reported no remaining Pattern Energy Group Inc. Class A position as of Q1 2020 after selling out during the quarter.
- IFP Advisors sold 1,475 Pattern Energy Group Inc. Class A shares in Q1 2020, an estimated $39.9K.
- IFP Advisors first reported a position in Pattern Energy Group Inc. Class A in Q4 2015 and held it in 16 quarters.
- IFP Advisors's Pattern Energy Group Inc. Class A position peaked at $145K in Q4 2018.
- 1 fund tracked by Wall St. Rank held Pattern Energy Group Inc. Class A as of Q1 2020.
Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.