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Independent Portfolio Consultants’s Penske Automotive Group PAG Stock Holding History

Independent Portfolio Consultants’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$78K Buy
1,777
+842
+90% +$37.1K 0.03% 448
2017
Q1 		$44K Buy
+935
New +$47.8K 0.02% 578

Other funds holding PAG

LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Portfolio Consultants's PAG Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Penske Automotive Group (PAG) stake by 90% in Q2 2017, buying an estimated $37.1K and bringing the position to 1,777 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #448.

Independent Portfolio Consultants first reported a position in PAG in Q1 2017 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold PAG as of Q2 2017.

  • Independent Portfolio Consultants held 1,777 shares of Penske Automotive Group worth $78K as of Q2 2017.
  • Independent Portfolio Consultants bought 842 Penske Automotive Group shares in Q2 2017, an estimated $37.1K.
  • Penske Automotive Group made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #448 holding.
  • Independent Portfolio Consultants first reported a position in Penske Automotive Group in Q1 2017 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.