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Monroe Bank & Trust’s Progressive PGR Stock Holding History

Monroe Bank & Trust’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
2016
Q2 		– Sell
-475
Closed -$17K – 265
2016
Q1 		$17K Hold
475
– – 0.01% 237
2015
Q4 		$15K Hold
475
– – 0.01% 234
2015
Q3 		$15K Hold
475
– – 0.01% 237
2015
Q2 		$13K Buy
+475
New +$13K ﹤0.01% 260

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Monroe Bank & Trust's PGR Position: Q2 2016 in Review

Monroe Bank & Trust sold out of Progressive (PGR) in Q2 2016, closing a stake of 475 shares — an estimated $17K sold.

Monroe Bank & Trust first reported a position in PGR in Q2 2015 and held it in 4 quarters. The position peaked at $17K in Q1 2016. 515 funds tracked by Wall St. Rank hold PGR as of Q2 2016.

  • Monroe Bank & Trust reported no remaining Progressive position as of Q2 2016 after selling out during the quarter.
  • Monroe Bank & Trust sold 475 Progressive shares in Q2 2016, an estimated $17K.
  • Monroe Bank & Trust first reported a position in Progressive in Q2 2015 and held it in 4 quarters.
  • Monroe Bank & Trust's Progressive position peaked at $17K in Q1 2016.
  • 515 funds tracked by Wall St. Rank held Progressive as of Q2 2016.

Based on Monroe Bank & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.