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Integrated Wealth Management (Palm Desert)’s Progressive PGR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-78
Closed -$2K – 1437
2015
Q1 		$2K Buy
+78
New +$2.08K ﹤0.01% 1106

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PGR Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Progressive (PGR) in Q2 2015, closing a stake of 78 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PGR in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 461 funds tracked by Wall St. Rank hold PGR as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Progressive position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 78 Progressive shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Progressive in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Progressive position peaked at $2K in Q1 2015.
  • 461 funds tracked by Wall St. Rank held Progressive as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.