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Patriot Financial Group Insurance Agency’s Pegasystems PEGA Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q2 		– Sell
-200
Closed -$6K – 828
2018
Q1 		$6K Buy
+200
New +$5.4K ﹤0.01% 695

Other funds holding PEGA

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SI
SQN Investors Menlo Park, California $12.8M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PEGA Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Pegasystems (PEGA) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in PEGA in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 199 funds tracked by Wall St. Rank hold PEGA as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Pegasystems position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Pegasystems shares in Q2 2018, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Pegasystems in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Pegasystems position peaked at $6K in Q1 2018.
  • 199 funds tracked by Wall St. Rank held Pegasystems as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.