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New York Life Trust’s Progressive PGR Stock Holding History

New York Life 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
Q3 		– Sell
-1,019
Closed -$34K – 266
2016
Q2 		$34K Sell
1,019
-1,474
-59% -$48.8K 0.16% 163
2016
Q1 		$88K Buy
2,493
+1,824
+273% +$58.3K 0.38% 93
2015
Q4 		$21K Buy
+669
New +$21.3K 0.09% 180
2014
Q3 		– Sell
-2,357
Closed -$60K – 213
2014
Q2 		$60K Buy
+2,357
New +$58.4K 0.25% 139
2013
Q4 		– Sell
-530
Closed -$14K – 213
2013
Q3 		$14K Buy
+530
New +$13.7K 0.07% 169

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

New York Life Trust's PGR Position: Q3 2016 in Review

New York Life Trust sold out of Progressive (PGR) in Q3 2016, closing a stake of 1,019 shares — an estimated $34K sold.

New York Life Trust first reported a position in PGR in Q3 2013 and held it in 5 quarters. The position peaked at $88K in Q1 2016. 492 funds tracked by Wall St. Rank hold PGR as of Q3 2016.

  • New York Life Trust reported no remaining Progressive position as of Q3 2016 after selling out during the quarter.
  • New York Life Trust sold 1,019 Progressive shares in Q3 2016, an estimated $34K.
  • New York Life Trust first reported a position in Progressive in Q3 2013 and held it in 5 quarters.
  • New York Life Trust's Progressive position peaked at $88K in Q1 2016.
  • 492 funds tracked by Wall St. Rank held Progressive as of Q3 2016.

Based on New York Life Trust's 13F filing for Q3 2016, filed 8 Nov 2016.