NCM
PGN

Novare Capital Management’s PROGRESS ENERGY INC PGN Stock Holding History

Novare Capital Management’s Portfolio PGN Stock Details PGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,600
Closed -$755K – 163
2017
Q3 		$755K Hold
15,600
– – 0.13% 112
2017
Q2 		$688K Hold
15,600
– – 0.15% 89
2017
Q1 		$611K Hold
15,600
– – 0.14% 89
2016
Q4 		$554K Buy
+15,600
New +$554K 0.14% 88

Novare Capital Management's PGN Position: Q4 2017 in Review

Novare Capital Management sold out of PROGRESS ENERGY INC (PGN) in Q4 2017, closing a stake of 15,600 shares — an estimated $755K sold.

Novare Capital Management first reported a position in PGN in Q4 2016 and held it in 4 quarters. The position peaked at $755K in Q3 2017. 0 funds tracked by Wall St. Rank hold PGN as of Q4 2017.

  • Novare Capital Management reported no remaining PROGRESS ENERGY INC position as of Q4 2017 after selling out during the quarter.
  • Novare Capital Management sold 15,600 PROGRESS ENERGY INC shares in Q4 2017, an estimated $755K.
  • Novare Capital Management first reported a position in PROGRESS ENERGY INC in Q4 2016 and held it in 4 quarters.
  • Novare Capital Management's PROGRESS ENERGY INC position peaked at $755K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held PROGRESS ENERGY INC as of Q4 2017.

Based on Novare Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.