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Omnia Family Wealth’s Progressive PGR Stock Holding History

Omnia Family Wealth’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
2017
Q3 		– Sell
-65
Closed -$3K – 668
2017
Q2 		$3K Hold
65
– – ﹤0.01% 524
2017
Q1 		$3K Hold
65
– – ﹤0.01% 524
2016
Q4 		$2K Buy
+65
New +$2.15K ﹤0.01% 609

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Omnia Family Wealth's PGR Position: Q3 2017 in Review

Omnia Family Wealth sold out of Progressive (PGR) in Q3 2017, closing a stake of 65 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in PGR in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 612 funds tracked by Wall St. Rank hold PGR as of Q3 2017.

  • Omnia Family Wealth reported no remaining Progressive position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 65 Progressive shares in Q3 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Progressive in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Progressive position peaked at $3K in Q2 2017.
  • 612 funds tracked by Wall St. Rank held Progressive as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.