KJWM
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Kiley Juergens Wealth Management’s Progressive PGR Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-927
Closed – – 474
2018
Q3 		$0 Hold
927
– – ﹤0.01% 730
2018
Q2 		$0 Buy
+927
New +$56.7K ﹤0.01% 667
2018
Q1 		– Sell
-887
Closed -$49K – 455
2017
Q4 		$49K Buy
+887
New +$45.9K 0.04% 204

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiley Juergens Wealth Management's PGR Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Progressive (PGR) in Q4 2018, closing a stake of 927 shares.

Kiley Juergens Wealth Management first reported a position in PGR in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q4 2017. 844 funds tracked by Wall St. Rank hold PGR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Progressive position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 927 Progressive shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Progressive in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Progressive position peaked at $49K in Q4 2017.
  • 844 funds tracked by Wall St. Rank held Progressive as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.