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Monarch Partners Asset Management’s Pegasystems PEGA Stock Holding History

Monarch Partners Asset Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-636,008
Closed -$11.4M – 192
2016
Q4 		$11.4M Sell
636,008
-449,092
-41% -$7.5M 0.97% 37
2016
Q3 		$16M Buy
1,085,100
+302,260
+39% +$4.1M 1.51% 16
2016
Q2 		$10.5M Buy
+782,840
New +$10.3M 1.06% 33

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Monarch Partners Asset Management's PEGA Position: Q1 2017 in Review

Monarch Partners Asset Management sold out of Pegasystems (PEGA) in Q1 2017, closing a stake of 636,008 shares — an estimated $11.4M sold.

Monarch Partners Asset Management first reported a position in PEGA in Q2 2016 and held it in 3 quarters. The position peaked at $16M in Q3 2016. 154 funds tracked by Wall St. Rank hold PEGA as of Q1 2017.

  • Monarch Partners Asset Management reported no remaining Pegasystems position as of Q1 2017 after selling out during the quarter.
  • Monarch Partners Asset Management sold 636,008 Pegasystems shares in Q1 2017, an estimated $11.4M.
  • Monarch Partners Asset Management first reported a position in Pegasystems in Q2 2016 and held it in 3 quarters.
  • Monarch Partners Asset Management's Pegasystems position peaked at $16M in Q3 2016.
  • 154 funds tracked by Wall St. Rank held Pegasystems as of Q1 2017.

Based on Monarch Partners Asset Management's 13F filing for Q1 2017, filed 28 Apr 2017.